What We do

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.

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. Schedule your complimentary 60-minute Strategy Session to get to know us and whether we can potentially add value to your family and/or estate.

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Retirement Planning

Whether accumulating wealth for retirement or about to enter retirement with an emphasis on income, we have the team, experience, and tools to help. From life-long cash flow planning, goal tracking, distribution monitoring, and regular reporting we help clients experience peace-of-mind that their plan can be on track regardless of current market volatility.

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Business Valuation & 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. Most consider their business their largest retirement asset, yet don’t know how much the business is worth. We can help you understand the potential value of your business and help you to manage the many interrelated variables involved in a sale.

Investment Planning

SUSTAINABLE INVESTING

With investors increasingly concerned about the potential environmental effects of certain business practices, many individuals and institutions are asking how they can align their environmental views and personal values with their investment decisions.

Sustainable investing seeks to drive positive social or environmental impact alongside financial results, allowing investors to accomplish more with their money.

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Investment Management

By sharing our knowledge of modern investing principles with you, and by aligning those principles with your personal goals and aspirations, we help you develop the confidence and discipline necessary to achieve superior results through all market cycles.

College Planning

Whether your income is $70,000 or $700,000, and whether your child is 7 months or 17 years old, we can help you save ON, not just FOR the cost of college. 

How? By helping you make well-informed college planning and funding decisions at every step along the way. 

For more information and/or to sign up for our college-planning newsletter, visit our college planning site www.CollegeGamplan.com. You can also generate a FREE college planning report using the link below.

FREE College-Planning Report

Why Choose Us

Experience

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.

Team

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.

Evidence

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.

We're Fiduciaries

It all starts with a promise to do what’s right for you. We’re fiduciaries, which means we adhere to the highest legal standards to act in your best interest.

About Our Advisors

New On Our Blog

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...

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121 N. Fir Street, Suite D
Ventura, CA 93001

 

Monday - Friday:
9:00 AM - 5:00 PM