About Us
With fee-based asset management services, there is an array of products to choose from that may fit your financial needs and risk tolerance. Investments such as Annuities, Bonds, Equities (Stocks), ETFs, and REITs may be incorporated in your portfolio. As an Insurance Agency, we represent many of the finest Insurance Companies which are rated A- or higher. We can provide an all encompassing financial portfolio strategically designed around you.
The products and services we offer
Recommendations Received (2)
"I have known Mr. Hofmann and Association Financial Services for years. They really stay in..."
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"I have known Mr. Hofmann and Association Financial Services for years. They really stay in constant contact with their clients and attend to their needs."
Products & Services
The placing of funds into the proper investment vehicles based on the investor’s future goals, time horizon, and priorities. Ideally, sound investm...
A personalized financial plan is for a specific personal goal. Perhaps you are planning for a child’s education, a European vacation, a wedding, et...
No matter where you want your retirement savings to take you, it’s
quick and easy to set up a plan and help you get there. Association
Financia...
Gallery
Recommendations Given (2)
"Daryl is an extremely competent individual and has an exceptional knowledge of his industry."
Recent Activity
Communication is key, but actually listening to your clients will provide value. Whether they are communicating their financial needs or the new home they just bought. Build and nurture relationships by taking an interest in their financial and personal lives. Also, always do what's in a client's...
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Communication is key, but actually listening to your clients will provide value. Whether they are communicating their financial needs or the new home they just bought. Build and nurture relationships by taking an interest in their financial and personal lives. Also, always do what's in a client's best interest and not yours. Here's an article we wrote on one issue taking absolute precedence when considering a financial adviser, and one a client will most certainly appreciate!
For a potential client? Overnight a UPS or FedEx envelope and provide substantive, qualitative information.
(more)
For a potential client? Overnight a UPS or FedEx envelope and provide substantive, qualitative information.
We are a Registered Investment Adviser Firm, located in Troy, MI. We have clients throughout the country, located in 16 states. As an RIA and a Fiduciary, we bring years of industry trust and expertise in driving our investment approach and efficiencies. We’ll ensure your client(s) will always...
(more)
We are a Registered Investment Adviser Firm, located in Troy, MI. We have clients throughout the country, located in 16 states. As an RIA and a Fiduciary, we bring years of industry trust and expertise in driving our investment approach and efficiencies. We’ll ensure your client(s) will always get the best comprehensive and independent financial guidance. Click here, to read our post on RIA vs. broker-dealer: Which one is best?
Listening to our clients, providing objective advice, and always acting in a fiduciary capacity by placing client needs ahead of our own.
(more)
Listening to our clients, providing objective advice, and always acting in a fiduciary capacity by placing client needs ahead of our own.