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.
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.
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.
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.
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.
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.
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.
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
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”. Proponents of each method are adamant in their positions and both offer sound reasoning in their answers.
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to take the steps to insure your family’s or loved one’s financial security. For many people, that is most likely a critical decision that has long been procrastinated.
Life insurance has existed for nearly two centuries as essential planning tool that protects dependents from the risk of a breadwinner’s untimely death. However, given the unique investment properties of life insurance, financial planners are finding a number of ways it can be used in other ways to enhance portfolio returns while reducing risk.