Financial & Estate Advising
From day one, you’ll see that working with Hoffman & Associates is different. The typical ‘financial planners’ discovery 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 unique situation — your opportunities, your challenges and your hopes and dreams for the future. More…
401(k) & Defined Benefit Plans
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. Hoffman & Associates has the insight and experience to serve you in this specialty area. More…
Business Exit Planning
If you have ever thought about leaving your business but don’t know how to begin, you are in good company. Nearly 50% of successful business owners hope to exit their companies within the next 5 years. Unless those owners are familiar with the Seven Step Exit Planning Process, it’s doubtful they will exit in style. More…
What we Offer
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.
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).
Why Choose Us
Since 1984, Hoffman & Associates Financial and Estate Advisors, Inc. has been helping generations of select families like yours find personal excellence in their busy lives.
Our clients benefit by working directly with their own experienced wealth advisor – a resource who not only skillfully orchestrates the efforts of each client’s existing team of professionals, such as CPAs and attorneys, but also brings to the table a deep bench of talent with specialists in every aspect of investing and wealth management.
We are proponents of evidence-based investing. The evidence is compelling that investors have higher expected returns when they reject actively managed funds and invest in a globally diversified portfolio of low-management-fee index or asset-class funds, in an asset allocation appropriate for them.
Request a Call Back
Would you like to speak to one of our wealth advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Hoffman & Associates can help your company? Send us an email and we’ll get in touch shortly, or phone (805) 648-5300 between 09:00am and 5:00pm Monday to Friday — we would be delighted to speak.