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Home 2018-02-08T21:24:05+00:00

“Someone is sitting in the shade today because someone
planted a tree a long time ago.” -Warren Buffett

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Retirement & Investment Planning

We are Hoffman & Associates, a growing team of wealth managers devoted to helping generations of families like yours find personal excellence in their busy lives.

What We Do

Whether it’s devising retirement plans and business exit strategies, managing personal wealth during difficult transitions, or arranging high-end estate transfers, our team of specialists know and understand the events that families like yours face – and the steps required to address them.

Financial & Estate Advising

From day one, you’ll see that working with us is different. The typical planning process often begins and ends with numbers. But at Hoffman & Associates, our first priority is to listen to you and your family. We take the time to understand your opportunities, your challenges and your hopes and dreams for the future.

401(k) & Defined Benefit

Your 401(k) plan may be among the most important benefits your employees receive. It also may be among the most complex benefits you offer. In a tightly regulated and increasingly litigious environment, you want to get this one right – for you as a plan fiduciary, and for your employees as plan participants.

Business Exit Planning

Ever thought about leaving your business but don’t know how to begin? Nearly 50% of business owners hope to exit their companies within the next 5 years. Unless those owners are familiar with the many interrelated variables and working with a team of experienced advisors, it’s difficult for them to exit in style.

Latest News

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We believe the future looks bright

Two of the largest generations the world has ever known
will be contributing to the economy together for decades to come.

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BABY BOOMERS (1946-1964)
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Millennial (1980-2000)

Featured Articles

The Immeasurable Value of a Second Opinion

January 5th, 2018|

Resolving the “I Just Want To Go To Cash Conundrum.”

November 21st, 2017|

Why Choose Us

Perspective

The best investment in the world can be rendered a disaster if the investor can’t maintain the disciplined required to see it through. This is one reason life-long planning is so critical. It can provide the context required to strengthen investor resolve.

Fear and greed are very powerful feelings that can be fanned by the minute-by-minute market coverage in the financial media. Having a life-long game plan for your family wealth can help you stay grounded in the knowledge of exactly how you are invested and why.

Income tax planning has become of central importance for both high income earners and retirees. There are several tax planning strategies which may help lower your tax bill and improve the net-after-tax returns on investment.

Families deserve planning that goes beyond spreadsheets. If your lifetime goals and objectives aren’t the center of your financial strategies, chances are you are being encouraged to chase rates of return (which is akin to driving a car via the rear view mirror).

About Our Advisors

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Ross F. Hoffman
Ross F. HoffmanPresident/CEO
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Ross has 40+ years experience providing investment, insurance, and planning advice to successful families in Ventura and Santa Barbara Counties. Ross is President and CEO of Hoffman & Associates, Financial & Estate Advisors Inc. [read more…]

Jason Griffith
Jason GriffithManaging Partner/Wealth Advisor
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Jason has 15+ years experience managing retirement plans and investment portfolios for successful families in Ventura and Santa Barbara Counties. Jason is a Wealth Advisor and Managing Partner at Hoffman & Associates, Financial & Advisors, Inc. [read more…]

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Income Allocation Planning

Schedule your initial conversation today and learn how we can help you plan for and achieve your retirement income goals.

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