Broker Check

8 E. Dawes Ave.
Bixby, OK 74008

LinkedIn

Hoffmann Wealth Management

(918) 369-8007

 

Products & Services

We provide assistance in the following areas:

Investments

  • 401(k) Plan Implementation / startup / takeover / 3(21) co-fiduciary services
  • Common Stock
  • Educational IRA / 529 College Plan
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Bonds

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Medicare Supplements 
  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance