Confidence in

preparing for the future

Am I Going to Be Okay in Retirement?

Possibly the most common question people ask us when we first meet. Our job is to come along side and empower our clients to answer this question affirmatively and with confidence!

building security

Am I On the Right Path, or Should I Make Adjustments?

Whether you are just starting out, in the middle of an active career, or in the midst of enjoying your retirement, everyone asks this question at some point. You have made financial decisions in the past. Some good and some maybe not so good. A financial plan is an active and constantly adapting thing. Helping clients find confidence in their financial decisions is a huge part of what we do. It helps to lean on decades of investment experience to confidently answer this question one way or another.

What Needs do You Have?

Saving and Creating Wealth

Saving Strategies
Investing
Business Planning

Spending and Distributing Wealth

Retirement Planning
Charitable Giving
Legacy/Estate Planning
Seeling your business


What Makes us Different?

There are a lot of advisors out there, all claiming to be unique. When it comes to fee based fiduciary advisors who are independent and not beholden to any one company or product, you have a lot of good options. The simple truth is that we are not all that different. There are a lot of good fee based, creative, intelligent, and client centric practices out there. We love that! There are a lot of people that need good advice in an industry that is constantly changing. So maybe that is one of our main differences… We tell it like it is. That’s just who we are, and WHO we are is what truly sets us apart…Our people.

HOW WE WORK

Questions?

We're Here to Help

Feel free to reach out, we are happy to answer any questions you may have.


724-719-6767
info@hoffman-capital.com

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