Broker Check
"Our mission is to provide financial well being through exceptional service, education and communication."
experience matters Integrity success

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

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.


Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?


You’ve made investments your whole life. Work with us to help make the most of them.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow