The way we do business

On the first appointment with a client we get as much information possible on the client’s current financial situation. This session gives us the opportunity to prepare an in depth financial needs analysis. This approach limits the common occurrence of over insurance and helps to set individual financial priorities.

Once priorities are set we can systematically address every personal financial need be it life-, short-term-, medical insurance or investment-, retirement- and tax planning.

Our insurance services are only rewarded by commission as set out on the policy schedule.

Our tax services are fee-based.

Hoffman Financial Solutions is monitored by a compliance officer in order to comply correctly with the FAIS act. This act focuses on consumer rights.

All information received from our clients are treated as highly confidential and will only be made available if the client gives us written consent or if we are forced by law to make certain information available.

If you have any questions regarding personal finances or policies do not hesitate to contact us.