Hoffman Wealth Solutions, Inc.
6 Blenheim Drive
Doylestown, PA 18902
Who We Are
We are dedicated to increasing your wealth, security, and personal satisfaction by providing innovative solutions and professional guidance in the following areas:
Portfolio Creation & Management- Investments
- Retirement Planning & Execution
- Education Planning & Funding
- Life, Health, & Long-Term Care Insurance
- Estate & Incapacity Planning
- Tax Implications
- Small Business Set up, Continuity Planning, Insurance & Benefit Packages
What We Do
We offer comprehensive financial guidance to individuals, families & businesses.
We understand financial needs are constantly shifting through life's phases, family, career, retirement and unplanned circumstances. Our ability to customize strategies for you allows us to make a powerful and successful impact on your finances and smoothly transition through each of life's events.
Hoffman Wealth Solutions focuses on increasing your peace of mind in a financial world over crowded with information and trendy products. As financial advisors we are committed to long term relationships built on a foundation of integrity and trust.
Hoffman Wealth Solutions has the knowledge and expertise to monitor and anticipate your changing conditions and needs.
Independent Fee-Only Financial Planning Firm
As an independent company we do not sell products and services of any one provider, enabling us to offer you solutions that fit your needs and are the best in the industry. Because we are not driven by sales commissions, we will advise you in aspects where other providers
will not.
Have you asked yourself these questions?
- Do we really know how to save and invest during a fluctuating market and uncertain global times?
- How will we get the kids through college?
- Are my investments diversified enough, or too much?
- Can we buy a vacation home, remodel the kitchen, or put in a pool?
- Are we prepared for the unexpected or an emergency?
- What is the best move to make with my retirement plan when I change jobs?
- Are we truly ready for retirement? Will we have enough money to live on?
- How do we pass our money on to my family, children or grandchildren & avoid estate taxes?
- Do I have adequate life, disability income, and medical insurances?
Our Approach to Comprehensive Planning
Our unique approach will appeal to you if you want comprehensive professional financial planning and have not yet found a financial advisor you trust. Our services will also appeal to you who have, unfortunately, experienced financial advisors who only sell commissioned products or seek to sell the most profitable products for themselves.
At Hoffman Wealth Solutions, you - the client - are our sole focus.
Hoffman Wealth Solutions will work with you to review your current finances, define your life goals, and provide intelligent solutions to achieve them. We will remain your trusted, long-term advisor for successful implementation and ongoing affirmation of your solutions and overall financial well-being. As your personal and business needs evolve, laws and regulations change, we will proactively develop solutions for your financial growth and peace of mind.
Our personnel have strong experience and credentials, including a Harvard MBA, rigorous financial planning education and discipline, licenses to sell life and health insurance and general financial securities in PA and NJ.
Please be aware that Hoffman Wealth Solutions, Inc. has a portfolio minimum of $100,000 to accept inquiries through this directory.
