We provide private management of your monthly personal financial obligations as well as extraordinary financial events. Our diligent, informed advocacy minimizes the time and expense to resolve personal financial issues. Our administrative functions complement the services of bankers, lawyers, tax accountants, and financial investment professionals, as well as health care and elder care professionals. To the very last detail, Roblee A. Hoffman, LLC, Personal Financial Administrators have consistently demonstrated the knowledge and expertise that allows clients to focus on their professional and personal endeavors.
Individuals engage personal financial services because their careers, health status, family responsibilities and/or significant life events demand the majority of their time. Despite affluent income, personal finances can become disconcerting. Major life changes such as medical issues and divorce can further complicate individual and family financial obligations. The circumstances are numerous. Stacks of mail. Bank overdraft charges. Frequent credit card late fees. Misplaced documents. Uncashed checks. Disorganized tax records. Insurance terminations. Medical claims. Your personal financial life begins managing you.
Since 2001, Roblee has structured the service to make certain we interact on a personal, private manner assuring clients they can easily contact us and we will respond in a timely manner. He is a member of the Boston Estate Planning Council and published The Collaborative Family Office: Excellence in Personal Financial Management.