- Custom Tailored Advice - Your team should have the Knowledge and Experience to navigate your Savings and Investments through both Rainy and Sunny days.
- Caring - Your team should genuinely care about You and Your family and be Proactive about your Success.
- Communication - You should hear from your team on a Regular and Consistent basis during both Good and Bad Markets.
- Taxes - Your planning should include strategies to help Minimize Taxes.
- Fees - Your costs should be Reasonable, Fair and Transparent.
If you would like to learn about our "Comprehensive Financial Success System®" - Please Watch Our Video Now!
Todd M. Hoffman CFP®, CPM®
Founding Partner
Executive Managing Director
Senior Portfolio Management Director
Wealth Manager
CONTACT:
Steward Partners Global Advisory
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
Steward Partners Investment Solutions, LLC ("Steward Partners"), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and your attorney for matters involving trust and estate planning and other legal matters. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
For more information about the lists above go to https://www.stewardpartners.com/recognition.35.html
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.
Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. Hoffman Private Wealth Group is a team at Steward Partners.
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