9:00 – 5:00

Monday to Friday

121 N. Fir Street, D

Ventura, CA 93001

(805) 648-5300

Financial & Estate Advisors
February 24, 2018

9:00 – 5:00

Monday to Friday

121 N. Fir Street, D

Ventura, CA 93001

(805) 648-5300

Financial & Estate Advising

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.

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401(k)/Retirement Plans

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.

Business Exit Planning

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Investing

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Insurance

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