The Hoffman and Hock Group recognizes that planning and investing issues do not always fall into specific categories. Our clients’ unique needs have allowed us to develop an array of specialized services:
Private Manager Selection Wealth management requires offensive and defensive expertise, plus strategic thinking at the highest level. Anticipation, market and industry knowledge, and relentless attention to detail are mandatory for your consistent financial success. Therefore, for portfolios of significant size, we recognize the potential necessity for additional diversification through the use of private money managers. We coordinate that effort by researching and engaging high quality portfolio management specialists from around the globe. We work together with these specialists to develop a customized portfolio that is closely tailored to your specific financial objectives for growth, downside protection, and tax sensitivity.
When we utilize the services of a private money manager, our role as your investment advisor is to enhance long-term results by identifying what is important to you, proposing investment recommendations, overseeing portfolio implementation, monitoring and reviewing the ongoing process, and re-balancing to custom portfolio models where appropriate.
Tax Planning The Hoffman and Hock Group offers coordination with your tax planning professional to establish wealth accumulation and distribution strategies that will meet your financial objectives in a tax-efficient manner. We review your accounts to determine potential capital gains and identify potential losses that could be realized to offset gains. We provide you with detailed cost basis reporting and coordinate information with your tax professional for Schedule D preparation.
Neither Robert W. Baird and Co. Incorporated nor any of its representatives may give legal or tax advice.
College Funding Section 529 plans have become a popular way to accumulate assets for the expense of sending your children, grandchildren, or other important children in your life to college. There are many tax-saving and estate-planning benefits of Section 529 plans. While benefits are similar for all plans, not all state plans are the same. The Hoffman and hock Group has researched plans offered throughout the country and have found many differences in flexibility and contributions limits. Our clients depend on our research andexpertise in advising them about ways to help their young, loved ones achieve their future dreams.