Hochman Cole Investment Advisors is a fee-based SEC registered investment advisory firm specializing in retirement planning for individuals and small businesses. As a boutique investment advisory firm, we offer service that is personal, private and exclusive. We aspire to have only a limited number of clients, but to provide personal service and attention to each one of them.
Our goal is to ensure that you achieve yours. We will create a detailed investment plan to get you from where you are now, to where you want to be in the future. As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
Our goal is to ensure that you achieve yours. We will create a detailed investment plan to get you from where you are now, to where you want to be in the future. As a privately-held independent advisory firm, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
Services
A CERTIFIED FINANCIAL PLANNER professional, Joel Hochman has been involved in financial planning since 1983. Since that time he has been assisting clients with their financial services and wealth management needs. A CERTIFIED FINANCIAL PLANNER professional, Phil Cole has been involved in financial planning since 2001.
Determining and customizing an appropriate investment portfolio for each individual client, based upon their personal needs and goals. Selecting the most appropriate type of retirement plan for an individual or small business owner.
Through Hochman Cole Investment Advisors, Inc. a SEC Registered Investment Adviser and an affiliated company, investment portfolios are developed and managed to meet short and long-term investment needs, such as education planning, planning for retirement or wealth accumulation.We will customize a portfolio using a combination of the above investment vehicles, taking into account the client's age, risk tolerance, goals and time horizon.
Through Hochman Cole Investment Advisors, Inc. a SEC Registered Investment Adviser and an affiliated company, investment portfolios are developed and managed to meet short and long-term investment needs, such as education planning, planning for retirement or wealth accumulation.We will customize a portfolio using a combination of the above investment vehicles, taking into account the client's age, risk tolerance, goals and time horizon.
Our investment process begins once we've carefully assessed our clients' investment objectives, taking into consideration factors such as risk tolerance, time horizon, liquidity requirements and tax circumstances. Once we complete this important step, we determine an appropriate asset allocation and implementation strategy based on the individual client's needs and circumstances.
At Hochman Cole Investment Advisors, we believe that no single investment strategy will outperform the overall market every year. However, a diversified investment approach combined with a disciplined strategy has greater potential to outperform over time. Focus on the long term: Chasing returns is a formula for failure.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
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