On The Financial Pulse
Our Published Articles
At Hoffman & Associates, we contribute our financial and professional insights to well-known publications on topics that matter to you.
Click below to read some of our featured articles.
How to be a Successful Investor
Most people don’t really know how to invest. Why is that true? The answer is simple. It is not something we are ever taught. It’s like parenting. We aren’t taught how to parent, so we end up doing what our parents did, what our neighbors or friends have said worked for them, or what amounts to a trial-and-error approach with [...]
The Business Owners Dilemma
Maybe you are like the majority of my business owner clients. When I ask them how they feel about their businesses, their answer sounds like this dilemma.
Always Buy the Right Annuity for You
Most people consider Jane Austen’s book Sense and Sensibility a must read. She is considered one of the best female writer’s in the 19th century, and for income and estate planning ideas today in the 21st century.
Who We Are
Because of who we are, each one of our clients can expect the best experience possible.
Our Investment Process
We want to exceed our clients’ expectations and provide transparency into our process so that they can remain confident throughout our partnership. After gathering information about our prospective client’s financial life, we utilize a multi-step process for analyzing, structuring, and implementing a holistic plan that is personalized to their financial goals and objectives.
ONE
DiscoverGather key information pertaining to goals, objectives, financial planning considerations, and risk tolerance.
TWO
AnalyzePerform an in-depth financial analysis of the information provided.
THREE
PlanCreate a custom strategy that aligns with the client’s provided goals and risk tolerance.
FOUR
ImplementExecute the agreed-upon plan.
FIVE
MonitorProactively manage the plan, evaluate its progress, and adjust it to meet shifting objectives and changing market dynamics.