Hoffman Blog

An advisor wealth team possesses a combination of skills, knowledge, and qualities that set them apart from the rest. Here are five key qualities that characterize a top advisor wealth team:

Attention all investors! Are you looking for ways to invest for a market recovery while seeking to mitigate potential downside risks?

Are you looking to maximize your wealth while navigating the complexities of today's financial landscape? As a seasoned Wealth Manager with years of experience serving affluent individuals like you, I offer a level of expertise that aligns with your unique financial needs and aspirations.

Are you looking for effective strategies for your portfolio after a market downturn? Are you interested in learning where we think the Next Opportunities for Potential Maximum Growth for the Next 12 and 24 Months Are?

Are you ready to rewrite your future? Unveil the path to turning your investments into a steady income source with our **FREE Income Transformation Consultation**

Dreaming of a retirement filled with adventure, comfort, and peace of mind? Unveil the blueprint to your ideal future with our **FREE Retirement Planning Review**!

Is Your Revocable Trust Meeting Your Expectations? Trusts serve various purposes, from safeguarding assets to securing future generations wealth. However, there are two common issues where trusts may fall short of achieving their intended goals.

Planning for philanthropy in retirement is a thoughtful and admirable endeavor. While the level of philanthropy you can afford during retirement depends on your individual financial situation, here are some considerations to help you address your philanthropic goals.

I know when I first became a financial advisor, I learned a client should expect to need about 60 percent of their working income in retirement. This makes no sense, ask yourself, what expenses are you paying for while working that will vanish when you stop working?

As a Portfolio Manager I prefer investing in Individual Companies over Mutual Funds and ETFs as Tools of my Trade. If I need to cut a board, I need a saw, not a wrench. If I need a hammer, a screw won’t do. Investing in individual companies in a portfolio is the same.

Todd M. Hoffman CFP®, CPM®
Founding Partner | Executive Managing Director | Senior Portfolio Management Director | Wealth Manager

See These are the 5 Critical Areas to monitor Daily to Increase your Investment Success in the Stock and Bond Markets