Money Unleashed

The Hoffman Financial Group will do a free assessment of your current portfolio, whether you are managing it on your own or have an advisor. We talk through the common problems we see in our free second look.

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Do you know what the fees are for your investments and your advisor? You should. And then you have to make a decision: Am I getting enough value and performance for what I’m paying for?

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As we celebrate our nations’ independence, how can the Hoffman Financial Group help you achieve financial independence?

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Do you have to become an expert in markets, taxes, Social Security, and Medicare in retirement? Not really. Your advisor should take care of the details, but you should have a full understanding of what’s going on with your money and the strategy behind it.

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Most people leave their financial advisor, not because of lack of performance, but due to lack of communication. How often are you meeting with your advisor about your retirement plan?

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A survey was done about the choices you have in your 401(k). Many people said this popular option needs to be improved.

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Gallop did a poll asking people BEFORE retirement and people IN retirement the same questions. The differences were shocking.

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Warren Buffett says his success is due to one good decision every five years. What is the one thing you need to absolutely get right before retirement? 

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Chris Hoffman of Hoffman FInancial Group takes on the sensitive topics no one wants to talk about…but should. Medicare, Long-Term Care, and Estate Planning. Find out more at unleashyourmoney.com.

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Chris Hoffman of Hoffman Financial Group talks about two vital elements of retirement planning people neglect: Income and Tax planning. Find out more at unleashyourmoney.com.

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