Trusted Advisors

The successful management of family or foundation assets requires the expertise of several trusted advisors working on behalf of you and your family as an integrated and focused team. Making the right decisions means listening to all of your trusted professionals, such as lawyers, accountants and certain family members, before creating sustainable solutions.

Hohmann Financial Group collaborates with your trusted advisors to consider tax, estate, insurance and business succession planning and all the other moving parts to create a worry-free life for our clients. Our goal is to work closely with your other trusted advisors to help you achieve your goals.