Brian Hoffman

Brian Hoffman

Mr. Hoffman has more than 15 years experience in business, banking and Investment Services.  After working for Merrill Lynch throughout college, Mr. Hoffman joined Merrill’s 401k and Investment Services where he gained his thirst for client retirement planning. Since such time, Mr. Hoffman has focused on ensuring his clients are prepared for the unforeseen circumstances that life can deliver. This has developed into his core financial belief. “If we can work hard for years and try to attain an 8% average yearly growth, but we aren’t protecting the client and their family from an unfortunate event, then are we truly growing their assets over a complete lifetime?”

With a client friendly and “people first approach”, Brian has implemented his philosophy through in-depth implementation of Retirement Planning, Estate Planning and Insurance Planning.  The approach helps focus you needs and answer the questions you may have been reluctant to ask.  Sometimes, adjusting  the angle you look at your situation from allows you to see the big picture and bring everything into focus. Once you can see and understand the big picture, then you can appreciate the small things.

When not focusing on his client’s families, you can find Brian spending time with his wonderful family at their home in Mt. Arlington NJ or in his garage putting his carpentry skills to work.