Hoffmann Wealth Management

Hoffmann Wealth Management Nick Hoffmann is the Founder and President of Hoffmann Wealth Management, LLC. To learn more contact him at [email protected] or at (918) 369-8007. c.

I specialize in helping my clients as they seek to meet their retirement goals by providing them the guidance they need to work toward the retirement of their dreams. He has over 26 years of experience in the wealth management and financial services industry. Hoffmann Wealth Management was established with the goal of providing independent advice and best-in-class investments. He is part of LPL Fi

nancials Retirement Planning Consulting Group, where he can act as a 3(21) co-fiduciary on certain 401k retirement plans. a.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
www.finra.org, www.sipc.org
b. Third-party posts found on this profile do not reflect the view of LPL
Financial and have not been reviewed by LPL Financial as to accuracy or
completeness. For a list of states in which I am/we are registered to do business, please
visit www.hoffmannwealth.com

How long will your retirement money last with regular withdrawals? Have you run the numbers?
04/15/2022

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

Without a steady income, how long would it be before your household started to feel the pain?
04/13/2022

Without a steady income, how long would it be before your household started to feel the pain?

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
04/11/2022

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the r...
04/08/2022

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the rising tide of inflation.

Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks in March to their first monthly gain of the year.

When it comes to investing, you may be your own worst enemy.
04/08/2022

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
04/06/2022

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Do global and international mutual funds complement or conflict with each other?
04/04/2022

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
04/01/2022

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
03/30/2022

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
03/28/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Are you overpaying your ? Here’s five overlooked .
03/25/2022

Are you overpaying your ? Here’s five overlooked .

Five overlooked tax deductions to help manage your tax bill.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
03/23/2022

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Address

8 E. Dawes Avenue
Bixby, OK
74008

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19183698007

Website

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