WEALTH MANAGEMENT

Grow. Preserve. Protect.

At Taylor Hoffman, we understand how each stage of life changes your goals and objectives. As your priorities change, so too should your financial plan. Our long-term strategy for wealth management takes advantage of sound market principles, while remaining agile to account for the curveballs life throws your way.

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WHAT SETS US APART

Guiding your portfolio through every stage of life.

Grow
  • Investment management & coaching
  • Retirement savings strategies
  • Budgeting strategies
  • Employee and self-employed benefit analysis
  • Higher education planning for the next generation
Preserve
  • Tax planning
  • Retirement income planning
  • Social Security analysis
  • Cash flow analysis
  • Personal financial statement preparation
Protect
  • Life insurance analysis (no sales or product pushing!)
  • Property insurance reviews
  • Estate planning
  • Charitable gifting strategies
  • Financial education for the next generation
Helping families build their financial future.

The FAMILY approach to wealth management

Financial Background

It’s no secret: money is complicated. Your feelings about money are a critical component of financial decision-making. Before we offer advice, we first strive to understand your relationship with money.

Assets

IRAs, 401(k)s, savings accounts, your house: these are all cogs in your financial machine. It is necessary to periodically review these pieces to ensure they are all working towards their intended purpose. Is your money working for you?

Managing Risk

Do you have a plan to protect your family from life’s inevitable uncertainties? Proper insurance and estate planning can provide a line of defense against an otherwise unpredictable world.

Income Taxes

Are you maximizing current tax law to keep more of your hard-earned money? We implement tax-savvy strategies to manage wealth.

Liabilities & Expenses

Are you properly leveraging debt? Do you feel confident in your monthly budget?Debt and expenditures, if not properly managed, can slowly and silently erode your nest egg.

Your Long Term Goals

Managing finances is a lot like aiming at a moving target: as life changes, so too can your financial goals. Only after reviewing the preceding five areas of your financial life can we help you properly set goals and make sure you stay on track to meet them.

We leverage our most powerful assets:
People & Technology.

Adapting to today’s market complexity requires leveraging both artificial and human intelligence. Unfortunately, some firms choose to reject one for the other; Rejecting technology for “the way we’ve always done it”, or choosing a low-cost cookie cutter approach (often called “Robo-Advisors”). Taylor Hoffman believes in staying up-to-date with the latest trends in technology, while allowing our founding principles to ultimately guide our decision-making.

Investment Management
An investment plan that works for you.

In our opinion, cookie-cutter approaches are often less effective. At Taylor Hoffman, we consider your risk tolerance, stage in life, and financial goals to assemble a diversified portfolio that will best fit your needs. Learn more about our process for selecting the right investments for you.

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Our Mission
Helping families build their financial future.

Integrity is our cornerstone. It is the basis for the long-lasting relationships we build with our clients. We seek to recruit and retain employees who demonstrate intelligence, integrity, energy, and passion. That’s just one component of being a purpose-driven firm.

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Learn about
Taylor Hoffman’s process.

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