Steven Hofmann

Steven Hofmann

Financial Professional
Office: 610.780.0976
E-mail:
 

Steve is a founding member of Grandview Financial Partners, and an agent for New York Life.  Steve enjoys working with clients from all walks of life -- from new families preparing for their child's future to business owners who are thinking about transitioning their business to new owners or the next generation.   He focuses on creating and implementing strategies that help his clients minimize their tax exposure in retirement.

Steve's approach is to break-down a client's financial picture into the simplest possible terms and communicate solutions that are easy to understand and follow, with a focus on tax minimization.   

In addition to working with his clients at Grandview, Steve is active in the community, volunteering as the Endowment Chairman of the local Boy Scout Council, as a leader of his church, and as a member of the Berks County Estate Planning Council.

Steve is a Berks County native and a graduate of The American University in Washington DC with a degree in International Relations and Economics.   He lives in Shillington PA with his wife and two sons.  When he isn't meeting with clients, you can find him running and hiking on the scenic trails of Pennsylvania.

 

 

*The Million Dollar Round Table(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.