Michael Hoffman with Edward Jones

Michael Hoffman with Edward Jones Financial Strategies, Retirement Planning, Investments, Insurance Growing up, my experience with saving and investing began with my dad. Savings bonds.

We didn't talk about money a lot, but I vividly remember on frequent occasion reaching into the mailbox and pulling out envelopes containing U.S. Over time I would pick up several of his other good money habits, which formed a solid foundation and has served me well in the financial services industry. Through my experience as an advisor I have come to understand that many of us need help to even k

now where to start with financial concerns: What questions should we be asking, and where can we find answers that are trustworthy? It's my passion to help people learn those questions and to be a trusted resource for the answers. I joined Edward Jones because of their philosophies of putting clients' needs first and using an established, principled process of identifying client goals and implementing solutions. My commitment to my clients is that I will continually pursue knowledge with which to serve their financial advice and strategy needs, and I will always respect the trust they place in me as the big deal that it is. Money is personal, as it touches every area of our lives. At the same time, money is a tool – a tool to realize our goals, our dreams, to live the life we want to live. I would love the chance to hear about what money means to you, and how you want to steward it to live your best life. On a personal note, I love walking, biking, dancing at the Surf Ballroom, and I love the freedom of acreage living and sitting by the wood stove or a bonfire with my family around me, playing board games, making conversation, or reading a good book. I love learning and I believe that the best investment a person can make is in themselves, so that they in turn can positively impact their world. I love talking about retirement preparation and the eventual transition to the exciting non-working years, especially with healthcare professionals and their unique needs. Member SIPC.
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Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one ...
08/24/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

08/23/2026

Giving back is part of who we are at Edward Jones.

Across North America—and the world—our associates and financial advisors support local communities through collaboration, volunteerism and service, showing what it means to lead with purpose.

Learn more about how we're partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=1031626&utm_source=facebook&utm_medium=social_media&utm_content=3177787&c3nid=1031626_facebook_3177787&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg1NzUxNg%3D%3D

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all im...
08/22/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/45IoCoh

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
08/21/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals ...
08/19/2026

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charita...
08/17/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.This recognition ref...
08/16/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4xDSAFS

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/45w2rSd

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