Possibly the most common question people ask us when we first meet. Our job is to come along side and empower our clients to answer this question affirmatively and with confidence!
Whether you are just starting out, in the middle of an active career, or in the midst of enjoying your retirement, everyone asks this question at some point. You have made financial decisions in the past. Some good and some maybe not so good. A financial plan is an active and constantly adapting thing. Helping clients find confidence in their financial decisions is a huge part of what we do. It helps to lean on decades of investment experience to confidently answer this question one way or another.
There are a lot of advisors out there, all claiming to be unique. When it comes to fee based fiduciary advisors who are independent and not beholden to any one company or product, you have a lot of good options. The simple truth is that we are not all that different. There are a lot of good fee based, creative, intelligent, and client centric practices out there. We love that! There are a lot of people that need good advice in an industry that is constantly changing. So maybe that is one of our main differences… We tell it like it is. That’s just who we are, and WHO we are is what truly sets us apart…Our people.
Feel free to reach out, we are happy to answer any questions you may have.
724-719-6767
info@hoffman-capital.com
Disclosure
Securities offered through NewEdge Securities, Inc. member FINRA/SIPC. Financial advice is offered through Hoffman Capital Advisors, a Registered Investment Adviser. Hoffman Capital Advisors is not a subsidiary or control affiliate of New Edge Securities, Inc.