Hoffman Financial Group takes a personal, hands-on approach to retirement planning. If you need principal protection, income planning, wealth accumulation, legacy planning, and more, our diverse team can help you orchestrate the retirement of your dreams. Listen to founder Chris Hoffman and radio pro Randy Cook on 95.5 WSB every Sunday at 2:00 P.M.
Check out Chris delivering timely retirement advice Sundays on CBS46 at 8:58 A.M. and 9:10 A.M. and Good Morning America Weekend at 8:00 A.M. Retirement plans aren't just for the wealthy. We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments.
Check out Chris delivering timely retirement advice Sundays on CBS46 at 8:58 A.M. and 9:10 A.M. and Good Morning America Weekend at 8:00 A.M. Retirement plans aren't just for the wealthy. We can help you design a retirement income strategy that incorporates insurance vehicles, dividends, and fixed-income investments.
Services
After working so hard for so long, you shouldn't have to worry about where your income is coming from in retirement. We create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement. Our retirement planners assess your current income and future income to build the budget that suits you and your family best.
The need for long-term care planning in Atlanta is growing. As more and more baby boomers approach their 60s, outliving good health becomes a priority. What should you consider before opting into Medicaid? We can develop your strategy for funding long-term care without draining your retirement assets.
The concept of estate planning in Atlanta is simple. The vehicles, planning, and implementation to make it happen is not. Your assets should go to the people and causes you intend without getting stuck in probate.
Whether you'd like to pass on your personal accounts, business properties, or any other assets, it's important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.We take great pride in helping our clients confirm estate and legacy plans.
Whether you'd like to pass on your personal accounts, business properties, or any other assets, it's important to have a plan for the transition of those assets and any unintended consequences the transfer of assets may have for your loved ones.We take great pride in helping our clients confirm estate and legacy plans.
We look at your portfolio's allocation and strategy, analyze your risk tolerance, and talk about areas of growth to reach your goals. We have licensed investment management advisors in Atlanta equipped to provide advice and trade securities without an outside shop. We can also develop a plan to minimize taxes and generate a holistic view of your retirement.
Should you leave your money where it is, take the money and run, transfer it into another plan, or rollover into an IRA? Whatever you choose has far-reaching implications for your retirement. We can help plan and execute the best option for you, allowing your money to potentially grow tax-deferred while providing you with more customizable investments.
Reviews (10)
Sc
Jan 03, 2022
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I have been with the Hoffman Group for a few years, and while cautious at first, I am now completely comfortable and confident in the strategy they implemented for me. Their track record over this time has been outstanding, and the growth of my portfolio is exceptional, far exceeding my expectations. I had a quarterly review with Eric Johnson last week, and it was good news on all fronts. It takes time to get to this point but I’m glad I stuck it out. Eric is a rock star. He is an expert, extremely patient, explaining things over and over until I get it. His advice and recommendations to-date
Scott Cammons
Dec 22, 2021
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I have been working with Chris Hoffman for a little over a year. I am extremely pleased with the retirement plan and strategy he as aligned for me. Whether I have a question needed to be answered or to set up a meeting, he and his team are always quick to respond to my phone calls and emails. They have exceeded my expectations. I highly recommend Chris and team.
Linda Bristow Reid
Sep 13, 2021
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Eric has changed my life! The financial plan he created set me on the path for a stress free retirement. He is so responsive and professional. Eric is so thoughtful and always has his client’s best interest at heart when providing financial guidance. I will remain a Hoffman Financial client because of my fantastic advisor Eric Johnson!
Ronestmn
Jun 17, 2021
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I've worked with Chris and his team for over five years and can't say enough about the exceptional level of care, attention to detail, honesty, and integrity that they put into people. It's clear to me that they're not only knowledgeable, but that they don't settle for "status quo" as there is an obvious pursuit of better for their customers/clients. Anyone who values their savings and investments would be hard pressed to find a better group to work with!
Marc Grossman
Apr 30, 2021
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I have been impressed with Eric and his team. From a customer service perspective, I value the regular quarterly meetings we have where we discuss the prior quarter’s results and likely strategy going forward and whether to recalibrate. From a results perspective, the method which drew me to meet with Eric has paid off in a robust market and I am confident it will likely prove equally beneficial in a downward market. Simply stated, I wish I had found Eric and his team years earlier.
Bob Gray
Apr 25, 2021
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Courtney L.
Nov 01, 2020
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I decided as a 40 year old that I should have a financial advisor, and stop managing my retirement and savings alone. I chose Hoffman, based on their show on 95.5 FM. I used to listen to their program on the way to work, and loved that they charge fees based on performance and said they would contact you quarterly to discuss your assets. Their office is beautiful. Eric, my advisor, was very personable. However, it took me 22 painstaking years to slowly earn the $220,000 I gave them to manage, and it took a little less than 2 years to lose $30,000, at a time when my peers, including luckily
Brian Loeper
Oct 09, 2020
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Previously to the Hoffman Group, my wife and I used the services of 2 other advisors. After much disappointment, we scheduled an appointment with Chris. We met for our initial meeting, discussed what we did not like about the last 2 companies then Chris laid out a map for our individual needs in retirement. We are going on 4 years now with Chris and his group and could not be more happier with the performance of our portfolio. When a concern comes up, Chris either answers the phone or calls us back in a reasonable time frame to explain the why of his actions. We recommend The Hoffman Group for
Gabriel Reale
Sep 25, 2020
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About thirty-six months ago an old friend asked me to join him at a meeting with Mr. Chris Hoffman. Both of us are in our 50's; young enough to make a some retirement moves, but running out of time fast. We both have been employed thirty years with a major corporation in the Atlanta area. He and I often have discussions about retirement and agreed that we needed to look for creative ways to invest. Our company has a great 401K plan within the Fidelity investment platform. This plan also offers financial advice. We met with Mr. Hoffman, and during this initial meeting we asked some difficult questions
Mark Coulter
Jul 14, 2020
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I have been a client of Hoffman Financial for about three years. While searching something else on the internet, I saw a link to reviews about them so I clicked on it. Most of the reviews were stellar, as I expected. However, a couple were less than that, and I feel I should offer my two cents. As I said, I have been with them for a while and Eric Johnson has been my advisor for the entire time. He has guided my portfolio through some very trying economic times with great success. In fact, I can say I couldn't be happier. If you are looking for a firm to work with, I highly recommend Hoffman, and
