Hoffman Financial Group

Business Details

Atlanta Retirement Planning Experts

Hoffman Financial Group takes a personal, hands-on approach to retirement planning, offering principal protection, income planning, wealth accumulation, and legacy planning. Our diverse team of Atlanta-based financial advisors is dedicated to creating customized strategies that address each client's unique needs. With a focus on fiduciary responsibility, we provide comprehensive services including investment management, 401(k) rollovers, tax planning, and long-term care solutions. Our team brings decades of combined experience and specialized expertise in navigating market complexities while prioritizing client education. As an accredited business by the Better Business Bureau and official partner of the Georgia Bulldogs, we combine industry recognition with community engagement to build lasting relationships.

Our commitment to transparency, ethical standards, and client-centric service has established us as trusted advisors in the Atlanta area. Through radio shows, television appearances, and educational workshops, we extend our expertise to help clients make informed financial decisions. Our strategic partnerships and affiliation with Retirement Wealth Advisors enhance our ability to deliver tailored solutions. We emphasize protection strategies alongside growth opportunities, ensuring clients' portfolios are positioned for both stability and market challenges. Our approach integrates risk analysis, quarterly reviews, and proactive communication to maintain alignment with evolving financial goals.

Services

Retirement Planning Investment Management 401(k) Rollovers Long-Term Care Tax Planning Estate Legacy Wealth Accumulation Risk Analysis Portfolio Protection Income Strategies

Highlights and features

We offer fiduciary advisors with Series 65 licenses and decades of combined experience
Our team provides complimentary 401(k) X-Ray analysis for portfolio protection strategies
We host educational workshops and media programs to enhance financial literacy
Our personalized approach includes quarterly reviews and proactive market adjustments
We maintain transparent fee structures with no hidden costs or commissions

Associations and certifications

Better Business Bureau

What people say

Life-changing Earned more Exceptional care Best of the best Strong sense of trust

Website

Update Listing

Services

Retirement Planning

Our retirement planning service helps clients design income strategies that incorporate insurance vehicles, dividends, and fixed-income investments. We analyze your current financial situation and create personalized plans for principal protection, wealth accumulation, and legacy planning. With experienced advisors and quarterly reviews, we ensure your retirement strategy adapts to market changes while maintaining your desired lifestyle.

Investment Management

We provide comprehensive investment management with thorough risk analysis to determine your tolerance level. Our fiduciary advisors build diversified portfolios aligned with your goals while emphasizing protection rotation strategies. Through regular performance reviews and market adjustments, we aim to balance growth opportunities with risk mitigation for both pre-retirees and post-retirees seeking stable returns.

401(k) Rollovers

Our team specializes in helping clients execute optimal rollover strategies for their retirement accounts. We analyze existing 401(k) plans and recommend conversion options that maximize protection while maintaining growth potential. The complimentary 401(k) X-Ray service identifies market risks and helps develop strategies to safeguard accumulated assets during transitions.

Tax Planning

We develop tax-efficient strategies to optimize your financial position while maintaining compliance. Our advisors consider tax implications across all services, including retirement income, investment decisions, and estate planning. By integrating tax planning with overall financial strategies, we help minimize liabilities and preserve wealth for future generations.

Estate Legacy

Our estate planning services focus on creating comprehensive legacy strategies that reflect your personal values. We coordinate with legal professionals to ensure proper documentation while addressing tax implications. Through regular reviews and adjustments, we help maintain alignment with evolving family needs and financial objectives to preserve wealth across generations.

People

Chris Hoffman

Founder, Investment Advisor Representative

With over two decades of experience, Chris founded Hoffman Financial Group to provide personalized retirement planning. He holds Series 65 licensing and focuses on full-service retirement strategies emphasizing protection and income planning.

Kyle Allyn

Executive Vice President, Investment Advisor Representative

As founding team member since 2014, Kyle developed educational workshops and the 'Financial House' approach. He holds Series 65 licensing and specializes in helping pre- and post-retirees navigate complex financial decisions.

Eric Johnson

Vice President, Investment Advisor Representative

A former Naval Academy student, Eric brings decade-long industry experience. He focuses on customized retirement plans and hosts financial education programs while maintaining Series 65 licensing and fiduciary responsibilities.

Billy Wagner

Vice President, Business Development

With marketing communications expertise, Billy connects advisory staff with clients. He manages appointment preparation processes and calendar coordination while maintaining focus on seamless client experiences through efficient scheduling.

Nathan Smit

Financial Analyst

A Georgia Tech graduate, Nathan handles money movement requests and enhances team efficiency. Currently a CFA Level II candidate, he combines analytical skills with operational support to maintain high standards of financial accuracy.

Questions

What retirement planning services do you offer?

We provide comprehensive retirement planning including income strategies, principal protection, wealth accumulation, and legacy planning tailored to individual needs.

How are you different from other financial advisors?

As fiduciaries, we prioritize client needs with transparent fee structures and personalized strategies developed through quarterly reviews and market adjustments.

What happens during the initial consultation?

The complimentary consultation includes financial assessment, goal discussion, and introduction to our protection rotation strategies and investment approaches.

Do you work with out-of-state clients?

While based in Atlanta, we serve clients nationwide through virtual meetings and digital document management systems.

What investment management approaches do you use?

We employ diversified strategies with risk analysis, protection rotation, and regular portfolio adjustments based on market conditions and client goals.

Reviews (5)

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Sc

Jan 03, 2022 Report

I have been with the Hoffman Group for a few years, and while cautious at first, I am now completely comfortable and confident in the strategy they implemented for me. Their track record over this time has been outstanding, and the growth of my portfolio is exceptional, far exceeding my expectations. I had a quarterly review with Eric Johnson last week, and it was good news on all fronts. It takes time to get to this point but Im glad I stuck it out. Eric is a rock star. He is an expert, extremely patient, explaining things over and over until I get it. His advice and recommendations to-date

Scott Cammons

Dec 22, 2021 Report

I have been working with Chris Hoffman for a little over a year. I am extremely pleased with the retirement plan and strategy he as aligned for me. Whether I have a question needed to be answered or to set up a meeting, he and his team are always quick to respond to my phone calls and emails. They have exceeded my expectations. I highly recommend Chris and team.

Linda Bristow Reid

Sep 13, 2021 Report

Eric has changed my life! The financial plan he created set me on the path for a stress free retirement. He is so responsive and professional. Eric is so thoughtful and always has his clients best interest at heart when providing financial guidance. I will remain a Hoffman Financial client because of my fantastic advisor Eric Johnson!

Ronestmn

Jun 17, 2021 Report

I've worked with Chris and his team for over five years and can't say enough about the exceptional level of care, attention to detail, honesty, and integrity that they put into people. It's clear to me that they're not only knowledgeable, but that they don't settle for "status quo" as there is an obvious pursuit of better for their customers/clients. Anyone who values their savings and investments would be hard pressed to find a better group to work with!

Marc Grossman

Apr 30, 2021 Report

I have been impressed with Eric and his team. From a customer service perspective, I value the regular quarterly meetings we have where we discuss the prior quarters results and likely strategy going forward and whether to recalibrate. From a results perspective, the method which drew me to meet with Eric has paid off in a robust market and I am confident it will likely prove equally beneficial in a downward market. Simply stated, I wish I had found Eric and his team years earlier.