From day one, you’ll see that working with Hoffman & Associates is different. With typical ‘financial planners,’ the discovery process often begins and ends with numbers. But at Hoffman & Associates, our first priority is to listen to you and your family. We take the time to understand your unique situation — your opportunities, your challenges and your hopes and dreams for the future.
Your 401(k) plan may be among the most important benefits your employees receive. It also may be among the most complex benefits you offer. In a tightly regulated and increasingly litigious environment, you want to get this one right – for you as a plan fiduciary, and for your employees as plan participants. Hoffman & Associates has the insight and experience to serve you in this specialty area.