Greg Hoffman was ready to get out of the advisory business. To be sure, he had a good run — closing in on 30 years — and had built a nice, small-town business in Nevada, Mo.

With around 200 clients, over $120 million in assets and a stellar reputation for retirement planning, Hoffman Financial Resources, a dually registered LPL affiliate with offices in a historic former Carnegie library, had become a veritable local institution.

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