Christopher Hoffman

OUR COMMITMENT

Making a strong commitment to YOU and building a long-lasting relationship is of the utmost importance to Hoffman Financial Group.

Sincerely,

Christopher Hoffman

Owner/President and Investment Advisor Representative

Chris Hoffman is the owner and president of Hoffman Financial Group. He holds securities licenses 7 and 66 through FINRA, is a Registered Representative with GF Investment Services, LLC, and is an Investment Advisor Representative (IAR) of Global Financial Private Capital, LLC. In addition, Chris is a licensed insurance agent for life, disability, long-term care, and variable products in Georgia.

Chris is an alumnus of McDaniel College and the University of Georgia’s Terry College of Business Executive Program in Financial Planning. He decided years ago to start Hoffman Financial Group, committed to providing beneficial financial strategies.

Hoffman Financial Group is a member of the National Ethics Bureau and has been featured as an accredited business by the Better Business Bureau. We are in partnership with Global Financial Private Capital and Fidelity Investments. As a result, this allows Hoffman Financial Group to play a significant role in creating wealth management and retirement strategies for their clients in the Atlanta metro area.

Chris believes his clients deserve to work with a dedicated advisor who has the highest level of integrity, honesty, and ethics. Through his affiliations with GF Investment Services, LLC and Global Financial Private Capital, LLC, he provides comprehensive financial strategies for families and individuals. His areas of focus include working with and educating retirees or those about to retire on effective income distribution and individualized wealth protection strategies. Chris and his family reside in Alpharetta, Georgia, where they are members of St. Thomas Aquinas Catholic Church.

Kyle Allyn

Kyle Allyn

Vice President/Director of Client Services

Having earned his Bachelor of Science from Georgia Southern University, Kyle joined Hoffman Financial Group in 2014 and is a licensed insurance agent. He handles new clients and outstanding client requests to make sure everyone is taken care of in a timely manner. Kyle assists with the day-to-day operations in our administrative office as well as facilitates client service requests for Chris Hoffman.

Kyle’s core beliefs and values include being a trustworthy professional who always puts the best needs of our clients first. His main goal is to help clients achieve more of their financial goals and dreams with the highest level of honesty, integrity, and ethics. Kyle is a Georgia native and currently resides in Atlanta.

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Dan Mowery

Dan Mowery

Financial Representative

Dan Mowery is a Georgia native and attended Valdosta State University. There, he quickly discovered his passion for progress and education and became an entrepreneur at the age of 23. Since then, he was brought in as Vice President of one of the nation’s fastest-growing field marketing organizations.

Dan has assisted financial advisors across the nation in designing safe and diverse retirement strategies for their clients. He joined Hoffman Financial Group in 2017 to use his financial knowledge to be an integral part of the team. Dan is married to his wife, Katie, and they have three children: Jackson, Maddie, and Shelby. He spends his free time enjoying quality time with his family, encouraging his kids to appreciate the great outdoors, and coaching his son’s basketball team.

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Seth Harding

Seth Harding

Director of Operations

Seth is a graduate of Marshall University. He joined the Hoffman Financial team in 2016 after spending more than seven years with JPMorgan and handles all day-to-day processing for both new and existing clients. Seth is known as the “Money Man” and ensures a seamless transition for all incoming transfers of existing investments and handles all money movement requests in a timely and efficient manner. He values honesty and integrity and spends his day focused on providing a superior client experience in every interaction. Seth lives in Cumming, Georgia, with his wife and three children and is a member of The Vine Community Church.

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Nicholas Leone

Nicholas Leone joined the Hoffman Financial Group in 2015 after graduating Georgia Southern University with a degree in marketing. He handles all educational workshops and client events for the company, including planning and coordinating special promotional activities in the community.

Nicholas is also responsible for preparing and distributing client-related marketing, education, and communication materials. He strives to provide a top-notch experience at each event held.

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Christopher Hoffman

Owner/President and Investment Advisor Representative

Kyle Allyn

Vice President/Director of Client Services

Dan Mowery

Financial Representative

Seth Harding

Director of Operations

Nicholas Leone

Marketing

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Hoffman Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Compliance:
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Hoffman Financial Corporation and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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*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.