Hoffman Wealth Management, LLC
Our mission is to provide INDEPENDENT Wealth Strategies that revolve around our client’s needs by becoming their most trusted financial ally.
By discussing your financial goals, your tolerance for risk and your current and future income needs we create and implement a comprehensive strategy personalized for you.
Communication will always be a priority. Keeping you up to date with your investments and the broader economic environment is our commitment to you. Our greatest satisfaction come from working with clients for many years and helping them work toward their financial dreams.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor.
Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.
10 Tax Moves to Make Before December 31st | Talk to Your CPA Before Year-End
23 Lessons From 23 Years as a Financial Advisor | Wealth, Investing & Retirement Planning (Ep. 37)
Inherited IRA Rules: What You MUST Know Under SECURE Act 2.0
Is Buying an Annuity Worth It? Two Advisors Debate the Pros, Cons & Hidden Costs
The Hidden Retirement Cost No One Talks About
Roth Conversions: The Tax Move Most Retirees Avoid — But Shouldn’t | Debating Your Dollars Ep.2
Custom Indexing for 2025 with Gregory Allison, CFA (Episode 36)
Social Security: The Costly Mistake 79% of Retirees Make — And How to Avoid It
Why 96% of Retirees Claim Social Security at the Wrong Time | Debating Your Dollars Ep. 1
Caregiving, Power of Attorney & Family Financial Stress — Insights from Beth Pinsker, CFP®
You Can't Diversify Away Behavior: What Most Investors Get Wrong w Felipe Toews (Episode 34)
Volatility, Gold, and Staying the Course: Breakdown of Q4 Market w/ Ryan Detrick (Episode 33)
How Should I Be Invested When Retired? (Episode 32)
Vanguard Proves Why Financial Advisors Matter: The Power of Behavioral Coaching
Maximizing Financial Aid: The FAFSA Guide with @TheFAFSAGuru (Episode 30)
How to Win Scholarships & Pay for College Without Student Loans with Dave Peterson (Episode 29)
Healthy Wealthy Longevity: A New Prospective with @Jonsabesofficial (Episode 28)
The NIL Revolution: Transforming College Sports with @BusinessofCollegeSports (Episode 27)
All About the One Big Beautiful Bill Act with Tax Wizard Kelly Bender @lifeuntaxed (Episode 26)
Navigating Market Volatility | Insights from Q2 with Andrew Opdyke (Episode 25)
Fitness & Finance: How Discipline Builds Wealth and Wellness with @stanvaccari (Episode 24)
Travel Free, Live Rich: Unlocking the Freedom Lifestyle— @AlwaysBeChanging (Episode 23 / Part 2)
Nomadic Living w/ Kids, Journey to Intentional Wealth & Freedom @AlwaysBeChanging (Ep. 22/ Pt. 1)
Navigating Financial Uncertainty with Dr. Naomi Win (Episode 21)
New Data Reveals How Retirees Really Spend Money!
$1.65 Trillion Forgotten: Use This Tool to Reclaim Your Old 401(k)
How to Talk to Your Aging Parents About Caregiving and Finances
Navigating Life Financially: After Graduation (Episode 20)
Protecting Your Data: Insights from Cybersecurity Expert Philip Coniglio (Episode 19)
7 Major Life Events That Could Impact Your Retirement