The Power of Our Services

In our experience, a team approach can be an effective method to help those with a wide variety of needs as they maneuver through the complex world of financial services.

 

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Why you want to hire an Investment Advisor

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of principal protection. We work side by side with you for added confidence and comfort.

To schedule a time to discuss your retirement future and work to secure the retirement of your dreams.

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Retirement Income Planning

Retirement income plans aren’t just for the wealthy.

We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments to create opportunities for long-term growth as well as lifetime income throughout your retirement.

IRA & 401(k) Rollovers

You may be asking yourself, do I leave my money where it is, take the money and run, transfer it all to another plan, or roll it over into an IRA? Whatever you choose, we can help you plan and execute the best option for you, potentially allowing your money to grow tax-deferred while also providing you with more customizable investment options.

Tax Planning

As you approach retirement, have you thought about how rising taxes could impact your plans?

Know that you have options.

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We can discuss how investing in or purchasing a tax-deferred vehicle could defer income taxes, giving you the potential to earn interest at a faster rate. While, on the other hand, tax-exempt accounts can provide future tax benefits because withdrawals at retirement aren’t subject to taxes.

Estate Planning

While the concept of estate planning is a simple one, the vehicles, planning, and implementation process can be quite complex. A properly structured estate plan ensures your wishes are fulfilled.

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Whether you’d like to pass on your personal accounts, business properties, or any other assets, it’s important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.

Long-Term Care

As more and more baby boomers approach and experience their 60s, outliving income may become less of a concern, while outliving good health becomes their priority.

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We can help you navigate the complex world of long-term care and what to consider before opting into Medicaid. Planning for these potential expenses on the front end can save you from paying for it later.

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 http://gf-pc.com 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.