Mark Hoffman

About Mark Hoffman

CHANGE can be a roller-coaster of emotion. As scary as the uncertainty of change can be…

Experience

1. Financial Advisor Fiduciary Works with Families & Individuals

   Edward Jones

   Jan 2017 — Present

   I work closely with many INDIVIDUALS and FAMILIES to take control of their financial future. My typical clients include but are not limited to: Retirees or soon-to-be retirees wanting to live comfortably in retirement Families looking to stay on track towards achieving their financial goals Individuals experiencing job transition unaware of their 401K options Families desiring a comprehensive estate plan How often do you review your FINANCIAL GOALS? Together with clients, I help establish financial goals including retirement, education and legacy objectives. Using an established process, we will meet at least annually to review clients\' progress towards achieving their goals. Does your financial advisor provide this valuable service? Is it important to watch your PREVIOUS EMPLOYER 401K? Your previous employer retirement plan may not support your overall financial goals. A detailed review with me will confirm if your 401K is aligned with your goals. A brief meeting with my clients allows me to explain the available 401K options and how well your hard-earned savings allocation supports your retirement strategy. Do you know EXACTLY what will happen with your assets when you pass? How about if you and your spouse were to pass at the same time? I\'ll work with you to facilitate meetings with your CPA and attorney creating a comprehensive personal estate plan. Do you have children with SPECIAL NEEDS? Will those needs follow them into adulthood? This is a specialized area of financial preparation. I work with your special needs trust attorney to create a comprehensive plan for your peace of mind and your child\'s long-term well-being. If you are not currently working with a special needs attorney, I can make the appropriate introduction. If you feel at all uneasy about your short and long-term financial outlook, let\'s schedule a call so I can learn more about your financial goals. Please call 51••••••22 to schedule a Zoom or phone introductory meeting.