Personal Information
Unternehmen/Arbeitsplatz
Greater Los Angeles Area United States
Beruf
Managing Partner/Wealth Advisor
Branche
Finance / Banking / Insurance
Webseite
www.wealthandvitality.com
Info
I head Hoffman Retirement Solutions, a division of Hoffman Wealth Management. Our mission is to deliver unbiased, transparent, evidence-based advice that helps retirement plan sponsors learn the best way to meet fiduciary responsibilities and maximize participant outcomes.
The 401(k) market has evolved and now is a great time for plan sponsors ensure they move away form the traditional expense and conflict laden plans in favor of the fee only, fiduciary based 401(k).
I also work closely and develop deep relationships with our Wealth Management clients helping them plan for their most meaningful lives. Whether the goals are to enjoy a long leisurely retirement, or use accumulated wealt...
Tags
invest
market
economics
finance
money
Mehr anzeigen
Personal Information
Unternehmen/Arbeitsplatz
Greater Los Angeles Area United States
Beruf
Managing Partner/Wealth Advisor
Branche
Finance / Banking / Insurance
Webseite
www.wealthandvitality.com
Info
I head Hoffman Retirement Solutions, a division of Hoffman Wealth Management. Our mission is to deliver unbiased, transparent, evidence-based advice that helps retirement plan sponsors learn the best way to meet fiduciary responsibilities and maximize participant outcomes.
The 401(k) market has evolved and now is a great time for plan sponsors ensure they move away form the traditional expense and conflict laden plans in favor of the fee only, fiduciary based 401(k).
I also work closely and develop deep relationships with our Wealth Management clients helping them plan for their most meaningful lives. Whether the goals are to enjoy a long leisurely retirement, or use accumulated wealt...
Tags
invest
market
economics
finance
money
Mehr anzeigen