Your Local Fiduciaries
Hoffman & Associates
Hoffman & Associates goes beyond wealth management—we’re dedicated partners in your financial journey. Our team helps families navigate key life transitions with confidence, from retirement planning to estate transfers and business exits.
Unlike traditional firms focused solely on numbers, we start with you. Understanding your goals, objectives and challenges first allows us to craft personalized strategies that align with what matters most to you. Schedule a complimentary 60-minute Strategy Session to see how we can add value to your financial future.
It’s Time To Get On Track
Our Path To Retirement
We follow a five-step process to create your financial and retirement plan. The benefit of our five-step process allows us to apply it to any financial decision or concern you have. It helps you make informed decisions about your money based on facts, with an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs, no matter what stage of life you are in. We help provide customized solutions as well as monitor and adjust until the end of time.
Income Planning
Our income planning services are tailored to help you optimize your earnings and manage your financial future with confidence. We work closely with you to create strategies that balance current income needs with long-term goals, helping to ensure financial stability and growth. Tax-efficient investment strategies for retirement savings planning with our team provide the guidance you need to make informed decisions.
Wealth Management
Our wealth management services are designed to help you grow, protect, and manage your assets. We offer personalized investment strategies, risk management solutions, and retirement planning to help ensure your financial goals are met. Whether you’re looking to build wealth or preserve it for future generations, our team provides tailored solutions aligned with your unique needs.
College Planning
Our college planning services are designed to help families navigate the complexities of financing higher education. We provide personalized strategies to maximize savings, minimize debt, and take full advantage of scholarships and financial aid opportunities. Whether you’re planning for your child’s first year or exploring long-term strategies, our team is here to guide you every step of the way.
Insurance & Long-Term Care
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability, or critical illness strike, insurance can protect you and your family from undue hardship. Long-term care and disability insurance products help protect your ability to receive an income, which can be affected if you are afflicted by a disability or other condition.
Legacy & Estate Advising
If you wish to leave behind a legacy, whether it’s for family and loved ones or a charitable institution, then you need to put a well-thought-out estate plan in place, so your legacy is established in accordance with your wishes. Without such a plan, strangers (the state, lawyers, or individuals who don’t have your interests in mind) could determine what happens to your estate.
Who We Are
Because of who we are, each one of our clients can expect the best experience possible.
Retirement Resources
Download Our Complimentary Guide
Ages 5 to 55
What Your Kids Need to Know About Finances
You taught your kids how to tie their shoes, to look both ways before crossing the street, and countless other lessons. But what have you taught them about money? Many parents may feel uncomfortable talking about the subject with their children, no matter how old they are. But there are important financial lessons to teach your children at any age, and you should impart the wisdom you’ve accumulated. They may thank you for helping them make smart money moves early on and for having honest conversations about wealth transfer. Open and honest conversations are essential when estate planning. But before you get onto that topic, start with the small stuff. Let’s look at some important money lessons to teach your kids, starting when they’re young.