Personal financial guidance for individuals and families in and near retirement.


Who We Are
We help individuals and families plan for and live well in retirement, with clear plans for income and investments that we review with you regularly.

What We Do

Portfolio X-Ray

Income Planning

Full Retirement Plan

Ongoing Financial Reviews

Why Hoffman Financial Group
Clear answers to help you make confident decisions.
We work with individuals and families who are planning for retirement or already retired.
Book a complimentary first meeting by phone or online, in person or over Zoom.
Your first meeting is complimentary.

Book Your Free Meeting
Hoffman Financial Group, LLC
10000 Avalon Boulevard, Suite 760, Alpharetta, GA 30009
Contact: [email protected]
Phone: 770-709-5959
Hours: Monday–Friday, 8:00 AM–5:30 PM ET
Copyright 2026 Hoffman Financial Group, LLC. All Rights Reserved.