Business Details
Your Trusted Partner for Financial Freedom Solutions
At Hohmann Financial Group, we connect finances to legacy by prioritizing meaningful client relationships over transactional interactions. Our team focuses on understanding individual goals to create tailored financial strategies that align with personal values and aspirations. With decades of combined experience, we guide clients through complex financial decisions while emphasizing the importance of memories, experiences, and positive impact over mere account balances. Our four-step planning process ensures comprehensive reviews of current situations, gap identification, roadblock navigation, and ongoing plan monitoring.We serve business owners, families, and trusted advisors, fostering collaboration to deliver personalized solutions. Recognized for our educational approach to market trends and product knowledge, we maintain long-term client relationships built on transparency and trust. Our certified professionals, including CFPs and investment representatives, bring specialized expertise to wealth management, insurance, and operational excellence. Client testimonials highlight our ability to simplify financial complexity while maintaining a human-centered focus on legacy-building.
Services
Financial Planning
Investment Management
Retirement Planning
Insurance Solutions
Tax Strategies
Wealth Management
Estate Planning
Business Advisory
Risk Management
College Savings Plans
Highlights and features
- We offer 20+ years of experience in personalized financial planning
- Our team includes Certified Financial Planners and investment experts
- We coordinate with existing client advisory teams for comprehensive solutions
- Client testimonials highlight consistent glowing reviews over decades
- Our four-step process ensures ongoing plan monitoring and adaptation
Associations and certifications
- Certified Financial Planner Board of Standards
What people say
Trusted and valued advisors
Glowing reviews over decades
Positive differences made
Knowledgeable team approach
Lasting legacies prioritized
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies aligned with personal values and life goals. We analyze current financial situations, identify gaps, and develop actionable plans to achieve both short-term objectives and long-term security. This service helps clients navigate complex financial decisions while maintaining focus on their desired legacy.
Investment Management
We provide tailored investment strategies that balance growth potential with risk management. Our approach considers individual financial goals, time horizons, and risk tolerance levels. Regular portfolio reviews ensure investments remain aligned with evolving personal circumstances and market conditions while maintaining long-term wealth-building objectives.
Retirement Planning
This service focuses on creating sustainable income streams for post-career life. We develop strategies to maximize retirement savings while minimizing tax liabilities. Our approach considers various income sources, healthcare costs, and lifestyle expectations to ensure financial security throughout retirement years while maintaining flexibility for changing needs.
Insurance Solutions
We offer customized insurance strategies to protect against financial risks and unexpected events. Our solutions balance adequate coverage with cost-effectiveness while aligning with overall financial plans. This service helps safeguard assets, income potential, and family security through appropriate life, disability, and long-term care insurance options.
Estate Planning
Our estate planning service ensures wealth transfer according to client wishes while minimizing tax implications. We coordinate with legal advisors to create comprehensive plans that include wills, trusts, and beneficiary designations. This service focuses on preserving family wealth and charitable intentions while simplifying the transition process for loved ones.
People
Dirk Hohmann
President
Certified Financial Planner with extensive investment expertise, Dirk leads our team in delivering comprehensive financial solutions. He specializes in helping clients connect financial decisions to personal values while maintaining focus on long-term legacy goals through strategic planning.
Kevin Headrick
Certified Financial Planner
As a CFP professional, Kevin brings specialized knowledge in investment management and retirement planning. He works closely with clients to develop actionable strategies that balance current needs with future security through systematic financial decision-making.
Dani Vanderford
Operations Manager
With ALMI and ACS designations, Dani ensures operational excellence in supporting client services. She coordinates team resources to maintain high service standards while facilitating smooth implementation of financial plans and client communication processes.
Jason Belair
Wealth Management
Regional Sales Manager specializing in wealth management solutions, Jason helps clients integrate financial planning with investment strategies. He focuses on creating comprehensive approaches to asset growth and protection aligned with personal objectives.
Donnie Luangamath
Insurance Consultant
Insurance sales specialist with expertise in risk management solutions. Donnie helps clients protect financial assets through appropriate coverage strategies while ensuring alignment with overall wealth management plans and long-term security goals.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, retirement strategies, insurance solutions, and estate planning tailored to individual goals and values.
How do you work with existing advisors?
We collaborate with clients' existing legal and accounting professionals to ensure coordinated financial planning that integrates seamlessly with overall advisory strategies.
What experience does your team have?
Our team includes Certified Financial Planners with decades of combined experience in wealth management, investment advisory, and insurance solutions for individuals and businesses.
How do you approach retirement planning?
We create personalized retirement strategies considering income needs, tax efficiency, healthcare costs, and lifestyle goals while ensuring ongoing plan adjustments for changing circumstances.
What makes your services different?
We focus on connecting financial decisions to personal values and legacy goals through a structured four-step planning process that emphasizes long-term client relationships over transactions.
How are investment portfolios managed?
We develop customized investment strategies based on individual risk tolerance and financial objectives, with regular reviews to maintain alignment with market conditions and personal circumstances.
