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"Our mission is to provide financial well being through exceptional service, education and communication."
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Resolve to get your finances in order in 2016!

Join Hoffman Financial Resources for monthly Financial Classes throughout 2016.

Each month we'll present financial topics that are important to YOU!

 

Classes are free and available to the public.

Check the Events page for dates and details.  


Managing your wealth in line with your life.

Managing your financial future can be time consuming and at times frustrating. Your parents or a sibling may become dependent on you for support. Your children will look to you for help getting started after school or launching a new business. You may decide to explore a new career – perhaps a philanthropic endeavor or a great opportunity that you just can’t pass up. All of these challenges require a new approach; one that focuses on the relationship between your life and wealth.

Hoffman Financial Resources provides a unique approach that’s more than traditional financial management. Your life and your financial planning are dynamic fluid processes. Ultimately, it’s really about your dreams and aspirations and helping you make wise decisions. Our role is to serve as a trusted advisor, guide and educator. 

Learn more about our unique planning process  


Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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