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What you’ll get with your custom 401(k) analysis:

  • Account Summary
  • Current Risk Analysis
  • Fee Analysis
  • MorningStar Snapshot with Performance and
    Asset Allocation Breakdown

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Fill out the information below to get your custom 401(k) report. One of our team members will be in touch with you shortly to schedule a time to come in to our office.

Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Hoffman Financial Group and GFPC are not affiliated entities. One or more individuals at Hoffman Financial Group are registered as investment adviser representatives of GFPC with certain state securities divisions. Hoffman Financial Group’s financial advisors can be compensated on a fee basis, commission basis, or both, depending on the scope of the engagement between the client and the financial advisor. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Hoffman Financial Group clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”).

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure, individuals associated with Hoffman Financial Group and the Hoffman Financial Group itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Hoffman Financial Group and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
This website (and its content within) is hosted and updated by Hoffman Financial Group, an independent, third party entity that is not affiliated with or controlled by GFPC. As such, GFPC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.

*Eligibility for third-party management of your 401(k) is subject to the terms set forth in the 401(k) plan documents as determined by the plan sponsor and/or administrator.

**Terms and Conditions: In order to change your advisory fee, you must contact Hoffman Financial Group and complete a new Investment Advisory Agreement. The change of your advisory fee affects only Hoffman Financial Group’s portion of your asset-based fee. You will continue to pay Global Financial Private Capital’s advisory fees and commission charges on insurance products and all other fees and charges that apply to your account or that are charged by the issuers of securities in your account, such as fees charged by mutual funds underlying a variable annuity. Hoffman Financial Group does collect commissions on insurance products, which will not be reduced or reimbursed. This offer can be changed or eliminated at the sole discretion of Hoffman Financial Group Inc. but will not affect existing clients who have changed their advisory fee.

Securities offered through GF Investment Services, LLC., Member FINRA/SIPC, 501 N. Cattlemen Rd., #106, Sarasota, FL 34232, (941) 441-1902. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Advisor.