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.

Contact US

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 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.