Broker Check
Frederic F. Hoffman, III

Fred founded Associated Planning Services, Inc., a full service financial planning firm with a focus on retirement, in 2005. This was in response to many of his 401(k) and retirement plan participants wanting independent and trusted advice on all of their investments.

Fred graduated from the University of Illinois in 1983 with an MBA in Finance. Fred’s professional licenses and designations include Series 6, 63, 65, 7, & 24 from FINRA as his Life, Accident and Health insurance license. He became a Qualified Plan Administrator in 1989 and is a former member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA).

Fred and his wife have lived in Arlington Heights, IL for over 30 years. He is the proud father of 5 grown children and has 11 grandchildren.

“My goal is to develop long term relationships with my clients in order to understand their financial needs.   It is through this close working relationship that we are able to establish a plan for the retirement of their dreams.”  FFH  III