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.

 

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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

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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.

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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

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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.

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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.

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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.

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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

Jason Griffith |
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well. Even money mistakes that are corrected early enough will have little impact on your wealth going forward. What you do want to avoid...
Jason Griffith |
Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security. If you’ve planned for your retirement, you’ll likely have a good stash of funds saved. But the unfortunate news is that according to the ​ Insured Retirement Institute ,​ 42 percent of baby boomers have nothing saved for retirement, and even those that have saved don’t...
Jason Griffith |
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50 percent equity in their home, reverse mortgages allow homeowners to tap into that equity, providing them with a regular monthly payment – the complete opposite of a standard mortgage. Any income a homeowner receives from a reverse mortgage is typically tax-free, with payments continuing as long as the borrower remains in their...

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

 

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