Equipped with a diverse team of financial experts, Hoffman Financial Group provides the Atlanta area with a full range of retirement planning and financial advising services. We serve clients from all types of financial backgrounds.
Learn more about our team of wealth advisors in Atlanta.
Meet Hoffman Financial Group’s Team
When you’re looking for financial advisors in Atlanta, Hoffman Financial Group is the easy choice. Founder Chris Hoffman is one of the most recognized financial advisors in Atlanta. His expertise guides the office, but he’s also backed by a diverse team of professionals armed with financial expertise.
The Atlanta office features a team of financial experts who are ready to serve your needs. Our investment advisor representatives and client relations associates work closely with clients to provide financial guidance and help them complete necessary steps.
Services Offered in the Atlanta Office
The Hoffman Financial Group team at our Atlanta office delivers a broad range of financial services to set you up for a successful retirement. Specific services available include:
- Retirement planning: Work with our experts to create a customized plan that leads to a worry-free retirement.
- Investment management: We can help you manage your investments by performing a risk analysis and helping you make changes to your portfolio when necessary.
- Rollovers and conversions: Are you dealing with a rollover or conversion? Our team looks at your situation and explores the options with you to ensure your money is in the best place possible.
- Long-term care: Our Atlanta financial advisors can help you prepare for long-term care costs with options including long-term care insurance. These products help you plan for the future and ease the financial burden of receiving long-term care services.
- Life insurance: Getting the right life insurance plan is a key part of planning for your future. At Hoffman Financial Group, our planners evaluate your situation to help you decide what type of life insurance policy you need.
- Tax planning: The way you set up your retirement plans impacts how much you pay in taxes. Working with a financial planner in Georgia can help you lower your tax obligations by planning your withdrawals well.
- Estate and legacy: Handling estate and legacy planning now means your assets are handled the way you want when you’re gone. Working with Hoffman Financial Group on estate planning alongside your retirement planning helps ensure your wishes can be carried out.
Why Choose Hoffman Financial Group?
We build long-lasting relationships with our clients through our hands-on approach to retirement planning. Communication is key to our approach. We listen to the details about your life so we can customize your financial solutions to help you achieve your goals.
When you work with Hoffman Financial Group, you receive guidance aimed at protecting your finances. Integrity, honesty, and ethics are crucial to our approach. You can receive full-service retirement planning services from a team dedicated to helping you make wise financial decisions.