800.352.5837

Nathan  Hoffman
Nathan Hoffman, CFP®, CLU, ChFC
Partner
Areas of Focus
  • Business Owners
  • Medical Professionals
  • Asset Protection
  • Education Funding
  • Estates
  • Tax Strategies


Phone: 512.610.1814
Location
Austin, TX »
2801 Via Fortuna
Suite 450
Austin, TX 78746

Fax: 512.328.5139
Website: www.nathanhoffmanfp.com

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Please visit www.nathanhoffmanfp.com to learn more about Nathan’s practice.

CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)

As a CFP®, Nathan believes in comprehensive, holistic fee-based financial planning.  Every client’s unique goals require a custom, independent financial plan.  Once a plan is created, Nathan assists his clients with implementing the strategy and organizing their finances.  Successful financial planning is a long-term process requiring a lifetime client-advisor relationship. 

Areas of Expertise

In addition to working with many local professionals and small business owners, Nathan specializes in assisting physicians and dentists across the nation.  He is a member of the Medical Division of North Star Consultants which focuses on strategies to assist medical professionals in overcoming the unique challenges of their financial world.  Nathan has a special interest in the following areas:

  • Wealth Accumulation and Portfolio Design
  • Tax Minimization* and Retirement Preparation
  • Risk Management and Own Occupation Disability Insurance
  • Asset Protection*
  • Proper Estate Planning*

Credentials and Professional Organizations

Nathan is a graduate of the University of Texas at Austin with a major in Finance and minor in Accounting.  He has earned designations from the American College as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).  These accompany his status as a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®).  In addition, he is an active member of the national and local chapters of the Financial Planning Association (FPA).  Nathan has also been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, which is recognized internationally as the standard of excellence in the life insurance and financial services business.

Nathan is a resident of the South Congress area of Austin, Texas.  He services clients nationwide.  Visit him at www.nathanhoffmanfp.com.

 

Nathan is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

Separate from the financial plan and an advisor’s role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and clients are under no obligation to follow them.

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Nathan ’s Support Team


Name: Sophie Brandon
Title: Practice Coordinator
Phone: 512.610.1825

Austin

2801 Via Fortuna
Suite 450
Austin, TX 78746

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.