Many investment advisors accept a commission every time they recommend a financial product. At Landfall Financial Advisors, there's no such conflict of interest. Landfall works on a fee-only basis to develop comprehensive financial plans and optimal investment portfolios for clients. Our clients receive only unbiased advice to help them achieve their financial goals.
Landfall will help you find the soundest investment options.
Not the ones with the highest commissions.
Landfall (land' fal'),n. 1. An approach to or sighting of land at the end of a voyage. 2. The land sighted or reached. The ship will make its landfall at noon tomorrow.
To reach any destination, you must plan a voyage well, and do a good job of navigating. Individuals and businesses need to plan where they want to land financially and implement that plan to arrive at their financial landfall.
With all the changes in the relationship between employer and employee over the past few decades, and with more responsibility for managing career and financial health on the shoulders of individuals, the importance of good, unbiased financial advice has grown dramatically. Recognizing that, Joseph Hoffman formed the company to provide the sound financial advice that people need today. Landfall is committed to providing high quality services, services that will be provided by someone with training and experience in finance, not sales. Our fee only status ensures unbiased advice that will enable clients to successfully achieve their goals.
Joseph Hoffman is President of Landfall Financial Advisors, Inc., headquartered in Columbus, Ohio. He specializes in comprehensive financial planning and investment management for individuals and businesses. He has over 30 years of experience in the financial services industry, including experience as CEO, CFO and board member for multiple companies
Mr. Hoffman's credentials include:
Mr. Hoffman did his undergraduate work at Dartmouth College, and his graduate work at Columbia University and the University of Chicago Booth School of Business.
A year long process will entail assessing a client's current financial situation, discussing goals, jointly developing an effective strategy and a detailed plan, and implementing the plan. We will insure a disciplined and focused approach to meeting your financial goals. The plan will comprehensively take into account all financial issues, including maximizing after tax income, retirement planning, education funding, risk management (including insurance), estate planning, and investments.
Landfall will manage your assets, including the development of an investment policy tailored to your needs, asset allocation across appropriate financial instruments, portfolio development and management, and ongoing monitoring of results.
We will provide consulting services to individuals and businesses to address a wide variety of financial issues. Projects have included evaluating investment results and manager performance, financial projections, and retirement distribution analysis.
Landfall will run seminars on financial topics for groups of all sizes. General financial planning, retirement planning, education funding, and 401(k) training are among past topics. We can design a program to meet your needs.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
1201 Dublin Road, Suite 500, Columbus, Ohio 43215, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment