Hoffman Financial Group Joins Forces with AmeriLife’s Brookstone Capital Management Leading full-service financial planning firm poised to deliver even more retirement dreams through deeper and more expansive partnership
CLEARWATER, Fla., CHICAGO and ATLANTA
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June 17, 2024 09:00 AM Eastern Daylight Time
Brookstone Capital Management (“Brookstone”), a leading, SEC-Registered Investment Advisory (RIA) firm and affiliate of AmeriLife Group, LLC (“AmeriLife”), announced today that it has partnered with Hoffman Financial Group, a nationally recognized financial planning firm based in Atlanta. Per the agreement, terms of the deal were not disclosed.
“We’re excited to partner with the Hoffman team. This collaboration will only strengthen both organizations and continue to provide best-in-class solutions for them and all the clients they serve,” said Dean Zayed, CEO of Brookstone Capital Management. “Additionally, this partnership underscores Brookstone’s ongoing investment and commitment to our advisors and our goal to be the leader at the intersection of insurance and securities.”
“Hoffman Financial Group is a premier financial services firm – Chris and his team have created something special that we are excited to be a part of,” added Darryl Ronconi, president of Brookstone Capital Management. “With a broader relationship with Brookstone and AmeriLife, our goal is to help continue to accelerate their significant growth by providing them with even more resources and support.”
Founded in 2011, Hoffman Financial Group is a comprehensive financial and retirement planning firm with one goal in mind: to be the go-to financial advisor for individuals wanting to retire. The firm offers a completely hands-on approach to retirement planning and a full suite of wealth management offerings, including investment management, 401(k) and IRA rollovers, tax planning, and more through its eight investment advisor representatives. Hoffman Financial Group has applied this high-touch approach to unique offerings such as Her Wealth Her Way®, designed specifically to help women retire with comfort, confidence, and class.
Hoffman Financial Group is also incredibly active in the media, bringing its expertise on money management to viewers of The Financial Edge on Atlanta’s CBS 46 and ABC’s Good Morning America Weekend every Sunday morning, and to listeners of Money Unleashed on Atlanta’s 95.5 WSB every Sunday afternoon. Additionally, the firm is an Official Partner of the University of Georgia Bulldogs® and, most recently, was named Official Financial Advisor of former Bulldog and NFL player Brock Bowers, partnerships that have cemented Hoffman Financial Group as a leading financial services company alongside two distinguished names in collegiate sports.
“I couldn’t be more excited to partner and expand our relationship with Brookstone,” said Chris Hoffman, founder of Hoffman Financial Group. “They are the best partner to take us to the next level. The entire team is thrilled about the opportunity of aligning Hoffman Financial Group with the extensive resources and talent that they offer.”
Now, as part of the AmeriLife family of companies, Hoffman Financial Group will enjoy broad access to best-in-class platforms, tools, resources, and an expansive product portfolio to move quickly into new markets, accelerate production, and drive the firm’s growth for years to come.
“Chris Hoffman has built a powerhouse brand and business that is reshaping retirement planning for America’s retirees,” said Mike Vietri, Chief Distribution Officer for AmeriLife Wealth Group. “We’re incredibly excited for Hoffman Financial Group to join forces with Brookstone as part of AmeriLife Wealth Group, and look forward to integrating their unique approach, expertise, and leadership into our fast-growing distribution platform.”
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About Hoffman Financial Group
Hoffman Financial Group is a leading financial planning firm based in Atlanta, Ga. With a personalized approach coupled with highest standards of financial advisory services, the firm specializes in principal protection, income planning, wealth accumulation, legacy planning, and more. For more information, visit HoffmanCorporation.com.
About Brookstone Capital Management
Founded in 2006, Brookstone Capital Management (BCM) is an SEC-Registered Investment Advisory firm with over $9.5B in Assets Under Management (AUM), providing fee-based investment management services through its network of more than 750 financial advisors and firms. Brookstone is an innovator and industry leader and empowers independent financial advisors of all sizes to scale their business by providing access to a Turnkey Asset Management Platform (TAMP) along with a dedicated team to support every aspect of an advisor’s practice. Visit BrookstoneCM.com for more information.
About AmeriLife
AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as a leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a distribution network of over 300,000 insurance agents and advisors and 120 marketing organizations and insurance agency locations nationwide. For more information, visit AmeriLife.com, and follow AmeriLife on Facebook and LinkedIn.
Contact Details
Media
Jeff Maldonado
Partnership Inquiries
Patrick Nichols
corporatedevelopment@amerilife.com
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