Our Story

Brian S. Hoffman, - CRPC ® ·
Mr. Hoffman has more than 18 years experience in business taxation, banking and Investment Services. After working for Merrill Lynch, throughout college, Mr. Hoffman joined Merrill’s 401k and investment services where he gained his thirst for client retirement planning. Since such time, Mr. Hoffman has focused on ensuring his client’s are prepared for the unforeseen circumstances that life can deliver. This has developed into his core financial belief. “If we can work hard for years and attain an 8% average yearly growth, but we aren’t protecting the client and their family from an unfortunate event, then are we truly growing their assets over a complete lifetime?” With a client friendly and “people first approach”, Mr. Hoffman has implemented his philosophy through in-depth implementation of Retirement Planning, Estate Planning and Insurance Planning. When not focusing on his client’s family, Mr. Hoffman focuses on his wonderful wife and beautiful young daughters at their home in Mt. Arlington NJ.