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Erin Hoffman

Certified Financial Services

No Reviews Yet Write Review

Erin Hoffman

Certified Financial Services

170 Changebridge Rd.
Ste. D6
Montville, NJ 07045

If you were to review your financial situation, are you confident that you and your loved ones are protected in the most efficient way possible? If there is any doubt in your mind that something could have been overlooked in your planning, there is a good chance that it was. The key to building a strong financial strategy is for you to see your current situation from a macro-economic perspective to ensure all areas of your life will be appropriately protected. I am committed to working with individuals, families, and business owners in doing just that: taking a holistic approach to any situation and targeting each piece of the financial puzzle to create an outcome of transparency, confidence, and optimization for the future. I understand that when building a financial strategy, it is important to consider your goals, objectives, and concerns that can evolve as you go through life changes. Taking that holistic approach to your finances that combines objective asset management with protection solutions will allow you to feel confident that I will develop a unique financial strategy personalized specifically for you. In working with a team of Financial Professionals and Specialists as well as having access to a broad portfolio of products and services, I offer innovative financial recommendations. Using The Living Balance Sheet® (LBS), I will focus in on the four domains of your financial life: Protection, Assets, Liabilities, and Cash Flow. This will help to properly guide you down a path of high efficiency and low risk management for your future. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2021 Guardian. To receive more information on how to optimize your current financial position, contact me at [email protected]

Erin Hoffman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products offered though PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Certified Financial Services, LLC is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2021 Guardian. CA License #4029326. /COMPLIANCE:2022-1268/