Hoffmann Financial Services

A Legacy of Financial Guidance in New Braunfels

Founded in 1959 by Carroll Hoffmann, Hoffmann Financial Services has guided generations of clients in achieving financial security and independence. Now, led by his son, Tobin Hoffmann, CFP, the firm carries on a tradition of personalized financial planning designed to meet the unique needs of each client.

Dedicated Expertise Across Generations

Our team comprises experienced and credentialed professionals, each with diverse expertise in areas including:

• Retirement planning: Ensuring a secure and comfortable post-career life through personalized plans and investments.
• Estate planning: Protecting your assets and ensuring the well-being of your loved ones.
• Long-term care: Planning for potential future needs and costs.
• 401(k) planning: Maximizing your retirement savings and investments.
• Investment management: Building and maintaining a diversified portfolio tailored to your individual goals and constraints.

A Commitment to Client Success

We believe in a collaborative approach to financial planning, working closely with you to:

• Understand your unique financial goals and aspirations.
• Develop a personalized plan based on your individual needs and circumstances.
• Regularly review and adjust your plan to ensure it remains effective as life changes.
• Provide ongoing guidance and support throughout your financial journey.

Years of Experience, Generations of Trust

With over 55 years of experience guiding clients through financial planning challenges, Hoffmann Financial Services has become a trusted pillar of the New Braunfels community. We take pride in:

• Building lasting relationships with our clients.
• Providing transparent and clear communication.
• Delivering personalized and individualized solutions.
• Maintaining the highest ethical standards and integrity.