Blankinship & Foster, LLC

Ann Hoeppner, CFP ®, EA®, Financial Planner, has been a practicing financial planner since 1980.  She had been with Blankinship & Associates, a predecessor firm, since 1983.

Ann emphasizes helping clients clarify and prioritize their goals and developing a plan of action so that those goals can be met.  Her areas of expertise include income tax projection, cash flow management, risk management evaluation, educational funding, retirement planning, estate planning, and investment portfolio planning.  She focuses on guiding clients through decisions about major life changes such as retirement, divorce, or the death of a spouse.

As an Enrolled Agent, Ann is especially knowledgeable concerning the tax impact of investment and financial planning decisions.

Ann is licensed to use the Certified Financial Planner (CFP®) mark by the Certified Financial Planner Board of Standards.  She is an active member of the Financial Planning Association. In addition, Ms. Hoeppner practices Tai Chi for calmness, and is a Certified Barbeque Judge for fun.

Ann earned her M.A Degree from the University of Iowa and a B.A Degree from Lake Forest College in Illinois.