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 .
PETERS TOWNSHIP | FEBRUARY / MARCH 2025 51