Paul Hoffman & Company

Specialties

Financial Planning*

Our Planning Process

Investment Management

Retirement Planning

Tax Strategies

Insurance

Education Planning

Estate Planning

Trust Services

Corporate Retirement Plans

Business Financial Services

*Financial Planning offered through LPL Financial, a Registered Financial Advisor

Paul Hoffman & Company, won’t turn you away at the door, or relegate you to a call center simply because you don’t meet a minimum account requirement. Instead, we commend you for recognizing that, even if you’re just starting out, it’s important to seek professional guidance. We develop a personal relationship with you, meet with you face-​to-​face and share our insight to help you protect what you have today as you continue to build for the future.

Paul Hoffman & Company brings the knowledge, experience, judgment and integrity required to recognize what you need, and offer only those services that are truly in your best interest.

History

Established in 2013.

We are one year old and running strong!

Meet the Business Owner

Paul H.

Business Owner

Paul Hoffman, President and CEO® of Paul Hoffman & Company, leads a dynamic team of experienced advisors and professional associates seeking to enrich the lives of clients through an approach to financial and investment planning that places their needs first.

An accomplished family man and business leader, Paul graduated from the University of Wisconsin — Oshkosh with a degree in Finance in 1983. He later obtained his Certified Financial Planner™ (CFP®) designation. He has earned a reputation as a leader in the financial services industry, based on his strong work ethic, more than 30 years of accumulated business knowledge and adherence to high ethical standards. Paul is also the leader and creative mind behind Advisors’ Pride, a highly successful financial advisor support systems.