Business Details
21 Years
experience
Your Trusted Partner for Financial Planning Solutions
Hohmann Financial Group has been guiding clients through complex financial decisions for over two decades. Our approach centers on understanding each client's unique goals, whether they involve business growth, retirement planning, or legacy creation. We combine market expertise with personalized strategies to address both immediate needs and long-term objectives. Our team of certified professionals employs a structured four-step process to identify financial gaps, overcome obstacles, and implement tailored solutions. We prioritize transparency in all communications, ensuring clients fully understand their investment choices and risk profiles.With deep roots in Alberta and British Columbia, we maintain strong relationships with local professionals to provide comprehensive advisory services. Our commitment extends beyond transactionswe aim to build generational trust through consistent, ethical guidance. Clients benefit from regular portfolio reviews and adaptive planning that evolves with changing life circumstances. Our reputation for integrity has been reinforced through decades of positive client referrals and industry partnerships. We believe financial success should enable meaningful life experiences rather than becoming an end in itself.
Services
Financial Planning
Retirement Planning
Investment Management
Insurance Solutions
Estate Planning
Tax Optimization
Business Succession Planning
Risk Management
Wealth Preservation
Portfolio Review
Details
- Year established: 2005
Highlights and features
- 20+ years of experience guiding Alberta and British Columbia residents
- Certified Financial Planners with proven market expertise
- Personalized four-step planning process for comprehensive solutions
- Strong track record of client referrals and glowing testimonials
- Commitment to transparent communication and ethical practices
Associations and certifications
- Certified Financial Planner (CFP)
What people say
Trusted advisors
Knowledgeable team
Personalized services
20+ years experience
Glowing referrals
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps to achieve life goals through strategic resource allocation. We analyze current financial status, identify gaps, and develop actionable plans that address investment strategies, risk management, and tax optimization. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Retirement Planning
We design retirement plans that ensure financial security while maintaining lifestyle preferences. Our approach considers pension options, income streams, and market conditions to create sustainable withdrawal strategies. Regular portfolio reviews help maintain alignment with changing retirement timelines and economic factors.
Investment Management
Our investment management service combines market analysis with risk assessment to build diversified portfolios. We monitor economic trends and adjust holdings to optimize returns while maintaining client-specific risk parameters. Regular performance reviews ensure investments remain aligned with long-term objectives.
Estate Planning
We develop estate plans that preserve wealth for future generations while minimizing tax implications. Our strategies coordinate with legal professionals to create wills, trusts, and succession plans that reflect clients' wishes while ensuring smooth asset transitions.
Insurance Solutions
We evaluate insurance needs to protect against financial risks through life, disability, and critical illness coverage. Our approach balances protection requirements with affordability, ensuring policies adapt to changing family and business circumstances over time.
People
Dirk Hohmann
President
Certified Financial Planner with over 20 years of experience guiding clients through complex financial decisions. Specializes in retirement strategies and legacy planning while maintaining strong industry partnerships.
Kevin Headrick
Certified Financial Planner
Investment representative with expertise in market analysis and portfolio management. Focuses on creating tailored solutions that align with clients' risk tolerance and long-term objectives.
Dani Vanderford
Operations Manager
Manages firm operations with a focus on client service excellence. Ensures efficient delivery of financial solutions while maintaining compliance with industry regulations.
Jason Belair
Wealth Management
Wealth management specialist with experience in comprehensive financial planning. Helps clients navigate investment choices and develop strategies for achieving financial milestones.
Donnie Luangamath
Insurance Consultant
Insurance sales consultant focused on protecting clients' financial security through appropriate risk management solutions. Provides guidance on life and disability coverage options.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, estate strategies, insurance solutions, and comprehensive financial planning tailored to individual and business needs.
How do you work with clients?
We use a four-step process: assessing financial situations, identifying gaps, overcoming obstacles, and implementing ongoing monitoring to ensure plans evolve with changing needs.
Which areas do you serve?
We primarily serve clients in Alberta and British Columbia, with established relationships across Calgary and surrounding regions.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP) and investment representatives with extensive industry certifications and continuing education.
How are investment decisions made?
Decisions result from collaborative discussions about risk tolerance, financial goals, and market conditions, with regular portfolio reviews to maintain alignment.
Can you help with business financial planning?
Yes, we assist business owners with succession planning, retirement strategies, and investment management tailored to their unique operational needs.
