Hoffman Financial Group takes a personal, hands-on approach to retirement planning. If you need principal protection, income planning, wealth accumulation, legacy planning, and more, our diverse team can help you orchestrate the retirement of your dreams. Listen to founder Chris Hoffman and radio pro Randy Cook on 95.5 WSB every Sunday at 2:00 P.M.
Check out Chris delivering timely retirement advice Sundays on CBS46 at 8:58 A.M. and 9:10 A.M. and Good Morning America Weekend at 8:00 A.M. Retirement plans aren't just for the wealthy. We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments.
Check out Chris delivering timely retirement advice Sundays on CBS46 at 8:58 A.M. and 9:10 A.M. and Good Morning America Weekend at 8:00 A.M. Retirement plans aren't just for the wealthy. We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments.
Services
Retirement Planning
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After working so hard for so long, you shouldn't have to worry about where your income is coming from in retirement. We create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement. Our retirement planners assess your current income and future income to build the budget that suits you and your family best.
Long-Term Care
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The need for long-term care planning in Atlanta is growing. As more and more baby boomers approach their 60s, outliving good health becomes a priority. What should you consider before opting into Medicaid? We can develop your strategy for funding long-term care without draining your retirement assets.
Estate & Legacy Planning
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The concept of estate planning in Atlanta is simple. The vehicles, planning, and implementation to make it happen is not. Your assets should go to the people and causes you intend without getting stuck in probate.
Whether you'd like to pass on your personal accounts, business properties, or any other assets, it's important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.We take great pride in helping our clients confirm estate and legacy plans.
Whether you'd like to pass on your personal accounts, business properties, or any other assets, it's important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.We take great pride in helping our clients confirm estate and legacy plans.
Investment Management
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We look at your portfolio's allocation and strategy, analyze your risk tolerance, and talk about areas of growth to reach your goals. We have licensed investment management advisors in Atlanta equipped to provide advice and trade securities without an outside shop. We can also develop a plan to minimize taxes and generate a holistic view of your retirement.
401k, IRA Rollovers
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Should you leave your money where it is, take the money and run, transfer it into another plan, or rollover into an IRA? Whatever you choose has far-reaching implications for your retirement. We can help plan and execute the best option for you, allowing your money to potentially grow tax-deferred while providing you with more customizable investments.
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