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BUSINESS SPOTLIGHT
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At Justabout Wealth … WE ARE JUST ABOUT YOUR WEALTH !
Besides his expertise in the financial planning and investment field , David Hoffmann is a genuine people person . He worked at three financial planning firms over a 24-year period before starting his own independent wealth management company , Justabout Wealth Management . However , it is his relationship building and ability to work in his clients ’ best interest that sets him apart from others . He thoroughly enjoys networking and also participates on several charitable boards .
David is an expert in financial planning and investment strategies , having the CFP ®, AIF ® and CPFA ® designations . Objectivity is achieved through 98 % of his business being feebased versus commission-based . In David ’ s words , “ this puts me on the same side of the game with my clients . When they make more money , I make more money .” Justabout Wealth Management was born out of his desire to help clients achieve their financial goals and to provide customized and unbiased recommendations that are in their best interest . Trust and personal relationships are what sets David and his team apart from other firms ! You will not only get great advice and strategy , but you will also get a team that gets to know you well and treats you like family .
Justabout Wealth Management ’ s team ties financial planning together with the investment side , but they can and have done so much more . They consider everything from your mortgage rate to your taxes to your insurances , to ensure that everything is in order . Going the extra mile is truly an understatement when talking about David and his team . In addition to working with individuals and families , Justabout Wealth works with companies to help with their retirement plan needs .
If you are in any of the categories below , you should call David and his team . There is no obligation to have an initial consultation .
• Heading toward retirement
• Seeking financial independence
• Needing income planning
• Pursuing tax flexibility of investments
• Businesses needing a retirement plan ( 401k , 403b , SIMPLE plan , SEP )
In addition to being there for clients , Justabout Wealth is also there for the community . David is very active in Christ United Methodist Church , where he sits on the Endowment Committee and Investment Subcommittee . Michelle is very active there as well , having been on the Childcare Board and various Youth Fundraising committees . They are also active supporters of the River City Brass Band and the Rotary Club of Pittsburgh , amongst other organizations . Jodi and Jenna are also involved in charitable causes .
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 , 15317 .
l to r : Jodi Landucci , Michelle Hoffmann , David Hoffmann , Jenna Giordano .
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 .
PETERS TOWNSHIP ❘ DECEMBER 2021 / JANUARY 2022 67