Investment Management

From balancing your portfolio to creating a budget, we look at your full financial picture when managing your investment accounts. Our goals are to aim for growth and to get your portfolio ready for retirement.

During your first meeting with us, we’ll sit down, look at your current portfolio allocation and strategy, analyze your risk tolerance (how much risk you’re comfortable with), and talk about areas in your investment strategy that could be improved to better match your retirement and wealth goals.

We have licensed financial advisors who are equipped to provide advice and trade securities without having to go to an outside shop. We can also help work with you on a budget, a plan to minimize taxes, and a holistic view of your retirement.

Portfolio Fee Analysis

Do you know how much in fees you pay each year? If not, we can help get you the answer! Fees add up over time and eat away at your nest egg. It’s important to look not only at the expense ratio but also the tax cost to see how much your performance could be being reduced each year. Have your fees X-rayed and set against benchmarks, and get a professional recommendation!

Our comprehensive fee analysis tools have the ability to break down what’s inside of your current investments line by line, so you can finally understand exactly what you are paying. Then, one of our advisors will walk you through whether or not the fees are adequate to the product and what alternatives may exist.

Investment Management with Atlanta

Financial Advisors

Let’s talk about the next steps in your investment and retirement picture. Fill out the form below to speak to someone from our team and get your copy of 7 Realities of RMDs.

Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA). Hoffman Financial Group, Inc. and RWA are not affiliated. Insurance and annuities offered through Hoffman Financial Group, Inc. GA Insurance License # 163546. 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 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 promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group, Inc. 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 references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. 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 Inc.

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Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.

Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.