Comprehensive Financial Success System®
We have a team dedicated to helping you reach your goals. We are a team at Steward Partners offering Discretionary Portfolio Management and Financial Planning Solutions on a Fiduciary Basis. Our clients always come first, without conflict of interest. No large wirehouses, no telling us what to sell, no quotas, no proprietary investments. We have a trademarked plan which separates us from other advisors, agents, brokers, wealth advisors, and financial planners, called the “COMPREHENSIVE FINANCIAL SUCCESS SYSTEM®”.
Our plan is for Higher Net Worth Clients seeking tactical Discretionary Portfolio Management Solutions designed to offer Growth of their savings and Investments. Since we work with clients who are already successful, they want attractive Growth, but they also want a plan which includes strategies that seek to Minimize Risks and Market Volatility. Often, our clients are nearing retirement, or are already retired and they are interested in getting a consistent paycheck from their investments. When you take systematic monthly Income from a Portfolio, we believe it is even more important to have a Plan for Income, particularly in challenging markets.
Planning for Income is no simple task, we don’t use set them and forget them Income Strategies. Further, our strategies are adjusted constantly as market conditions and opportunities change. For High-Net-Worth Investors planning to Minimize Taxes is a high priority. We work closely with our clients’ CPA’s and other professionals all year, not just at tax time. We proactively look for opportunities, sometimes tax preferential investments like Municipal Bonds may be a good option, but not for all clients, or for all types of accounts. Finally, we consider all a clients Assets, taking a holistic view and striving to make sure income is coming from a tax efficient combination of investments and account types. Often, coordinating Charitable Gifting with IRA distributions is a good idea.
Many of our clients are Charitably inclined and wish to support causes and organizations they care deeply about. Moreover, many of our clients are Business Owners, or work in high risks professions and are concerned about Asset Preservation. We understand these concerns and often work with their Attorneys and other advisors to coordinate advanced planning strategies. This planning may include Advanced Trust planning, LLC’s, Private, or Family Foundations, or Donor Advised Funds.
Our clients often express concerns about the people in their lives. Generation Wealth Transfers, Pre-Marriage and Second Marriage Planning, Divorce Planning, Education Planning, LGBTQ Planning and Long-Term Care Planning are areas we are very knowledgeable about, and these are an Essential Part of our Comprehensive Financial Success System®.[1]
Frankly, our plan is not for everyone. Our clients want tactical advice and collaboration with their other professionals. There is a cost to this high level of service. We are never the Cheapest on the street and this is not our goal. Our Goal is to be Fair, Transparent, Proactive, and most important our clients appreciate knowing we will always have their back! We take pride in the high number of client relationships that extend multiple generations. Consistent communication, regular contact, knowledgeable, helpful, and friendly staff who know and understand you and your family is what we offer.
If you would like to schedule a No Cost – No Obligation Consultation to learn about us and our team to discuss if we may be a good fit to help you, we would like to talk with you. After this introductory Zoom Meeting we will also be happy to schedule a Second Zoom, or office meeting to go through the nuts and Bolts of our Customized Financial Success System®[2] and answer any questions. Finally, after our Second meeting we will offer a one-time comprehensive review of your assets, tax returns and estate planning documents and we will prepare a written report with our recommendations, including the cost to have us assist you to implement our plan, again, at no charge.
Minimum Investable Assets to hire the Hoffman Private Wealth Group is $500,000.00.
Todd M. Hoffman CFP®, CPM®
Founding Partner
Executive Managing Director
Senior Portfolio Management Director
Wealth Manager
CONTACT:
Steward Partners
600 Cleveland Street, Suite 1150
Clearwater, FL 33755
Direct 727.351.5323 Fax 727.281.8115
Toll Free 844.367.1613
Email: todd.hoffman@stewardpartners.com
Website: www.todd-hoffman.stewardpartners.com
This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Steward Partners recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Wealth Manager. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
The investments and services listed may not be appropriate for all investors. Steward Partners Investment Solutions, LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Wealth Manager. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.
Interest on municipal bonds is generally exempt from federal income tax. However, some bonds may be subject to the alternative minimum tax (AMT). Typically, state tax-exemption applies if securities are issued within one’s state of residence and, local tax-exemption typically applies if securities are issued within one’s city of residence. The tax-exempt status of municipal securities may be changed by legislative process, which could affect their value and marketability.
[1] [2]There’s no way to guarantee success, but our customized planning and portfolio management system uses tools that help us measure your goals and risk tolerance to build a plan designed around you. Information is subject to change and not a guarantee of future results.
All recognition award information can be found on Steward Partners’ website at www.stewardpartners.com/recognition.35.html
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