SPONSORED CONTENT
BUSINESS SPOTLIGHT
SPONSORED CONTENT
Brian M. Cartier |
Michelle L. Hoffmann |
David W. Hoffmann |
Jodi L. Landucci |
CFP ®, CPFA ® |
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CFP ®, AIF ®, CPFA ® |
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FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INSURANCE, TAX PLANNING, ESTATE PLANNING, CHARITABLE GIVING
Justabout Wealth Management was founded with the client in mind above all else. Through his 27 + years of experience, David Hoffmann understands the value of relationships with clients. Clients have come to David over the years for help with achieving their financial goals, and the trust that he has earned from them has been extremely vital to their success. From retiring on time, to sending kids to college, to buying a vacation home, to protecting their families from unexpected catastrophes, he has been there to guide them through the challenging and unpredictable times in which we live.
Justabout Wealth Management focuses on three areas:( 1) Financial Planning,( 2) Investment Management, and( 3) Company Retirement Plans. On the Financial Planning side, David and his team prepare comprehensive plans for clients, examining the areas of retirement planning, education funding, insurance, budgeting, tax planning, estate planning, charitable gifting, and more. The Financial Planning side is closely tied in with the Investment Management side. Once a plan has been completed, recommendations can be made on investments based on risk tolerance, time horizon, and the results of the plan. Because Justabout Wealth is almost entirely fee based, it puts the advisor on the same side of the game as the client. When they make more money, the advisor
makes more money. On the Company Retirement Plan side, David and his team help companies from 1 to hundreds of employees with their retirement plans. They provide guidance to the company and education to employees to ensure the best plan is in place for the company’ s specific circumstances.
In early 2022, David brought in Financial Advisor Brian Cartier, CFP ® to join the team, and he is looking to grow the firm even more going forward. Brian has nine years of experience in the industry, and his specialty is in the comprehensive financial planning process.
Justabout Wealth is very active in the community and genuinely cares. This is evidenced by the many charitable causes in which David and the team participate. David is very active in his church, Christ United Methodist, Tonystrong Foundation, River City Brass Band, Rotary Club of Pittsburgh, Leadership Washington County, and several local chambers of commerce.
For more information on Justabout Wealth Management, including services available, go to the website at justaboutwealth. com( for families and individuals) or justaboutretirement. com( for company retirement plans). You can also call to schedule a consultation at 724.754.1440. Justabout Wealth is located at 375 Southpointe Boulevard, Suite 360, Canonsburg, PA 15317.
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Justabout Wealth Management LLC and Triad Advisors, LLC are not affiliated.
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