our company brochure - paul hoffman & company

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Our brochure listing our core values, our mission, our goal, and our services to best serve you.

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Page 1: Our Company Brochure - Paul Hoffman & Company
Page 2: Our Company Brochure - Paul Hoffman & Company

OUR GOAL is to help you enjoy life to the fullest, today and in the future. We want to help minimize the burden of financial planning so you are free to focus on what is most important to you.

THE FUTURE OF PERSONAL FINANCEWhether you are still working and accumulating assets, preparing for retirement or experiencing the complexities of a major life change, it is important to enlist the guidance of knowledgeable financial professionals. As an independent wealth management firm with more than 75 years of combined experience, you can trust Paul Hoffman & Company to help simplify your financial life.

Our innovative team approach to financial planning enables us to address a wide range of financial needs and take a holistic view of your unique situation. We provide thoughtful financial insights, honest communication and personal service—the elements we consider essential for building lasting relationships.

Page 3: Our Company Brochure - Paul Hoffman & Company

OUR TEAM IS ON YOUR SIDEWe take a team approach toward financial planning: our advisors are on salary, not commission, so you can rest assured they have your best interests in mind. Managing over $1 billion in brokerage and advisory assets as of July 1, 2013, our advisors represent a wide range of financial disciplines and assist all clients in response to their specific needs. We work with a broad spectrum of clients across all income and investment levels and strive to provide exceptional service to each person we serve.

THE SERVICES WE OFFER INCLUDE:

Retirement Planning Prepare before and during your retirement to help maximize capital accumulation and distribution strategies so you can pursue your vision of the future

Investment Management Create and manage a diversified investment portfolio, closely monitoring its performance and rebalancing or reallocating funds when necessary

Tax Planning Help manage tax liabilities at all stages of your life using a variety of tactics

Education Planning Develop a strategy to address education funding needs within your family

Insurance Planning Assess your risk-management needs and help you choose the appropriate insurance that seeks to protect what’s most important to you

THE ADVISORS at Paul Hoffman & Company focus on your financial needs and are committed to treating you with respect and integrity.

Page 4: Our Company Brochure - Paul Hoffman & Company

MAKING A DIFFERENCE We seek to develop strategies that help ensure you are getting the most out of your money—and out of life. At our regular client events and educational programs, you are as likely to learn how to prepare a gourmet meal as you are how to invest your 401(k). We believe that your money should enhance your life, not weigh it down.

OUR MISSION is to enrich the lives of our clients and our employees while supporting the communities we serve.

As a client of Paul Hoffman & Company, you will experience the strong relationship we build with you and your family based on mutual trust. You can depend on us to provide unbiased advice and independent, professional guidance that helps you gain confidence in your financial future.

OUR CORE VALUES:

• The value we provide is measured by the impact we have on the people we serve.

• People are the source of our strength.

• We are committed to innovation, education and personal growth.

• We give more than we take, and we support our local communities.

Page 5: Our Company Brochure - Paul Hoffman & Company

INDEPENDENCE POWERED BY LPL FINANCIAL

Our advisors are affiliated with LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with access to unbiased research and a comprehensive array of tools, resources and technology. As an independent firm with no proprietary products to sell, we are able to offer you objective financial guidance and conflict-free investment recommendations.

*As reported by Financial Planning magazine, June 1996–2013, based on total revenue.

The independent professionals at Paul Hoffman & Company always put your interests first. We welcome the opportunity to speak with you about your financial goals and how we can help you pursue them.

Please contact us to schedule a no-obligation consultation and discover the value of our experience, unbiased advice and personal service.

1213 N. Superior Street • Appleton, WI 54911

P: 920.882.1362 • F: 920.257.2597 • www.paulhoffmanandcompany.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.