Hofer & Associates

Our goal is to provide comprehensive financial strategies for clients, including risk protection, investment solutions, and estate transition planning. Financial Planning is about developing customized strategies to help create the future you want for yourself, your family, and the institutions you care about.

There are many considerations for your retirement, including tax efficient income strategies, social security and the necessary income to meet your lifetime needs. We want to help you better understand your options for retirement and the potential issues you might face.

Retirement preparation usually relies upon three main sources of income: Social Security or public defined benefit plans, individual or employer-sponsored qualified retirement plans, and an individual's own savings or investments.

Hofer & Associates investment management experience will assist clients in clarifying their goals and objectives in addition to identifying appropriate investment strategies designed to reach those goals. Our team has counseled clients in the most difficult and rewarding financial markets, utilizing experience, education, and investment knowledge that is intended to protect our clients' wealth through sound and prudent diversification.

Hofer & Associates believes in corporate and social responsibility within our community. As such, we take part in various charitable activities as a company and welcome our clients, their families, and friends to join us and participate in activities of their choosing. Please watch for upcoming events on our website!

Hofer & Associates is a financial services organization dedicated to providing holistic and ethical financial strategies and solutions. We are interested in offering clients conflict-free advice, full transparency and a fiduciary standard. Our firm strives to be good stewards of your financial assets and to provide excellent customer service to all of our clients.