Welcome to the scheduling page for Niko Rosso.
Please select which type of Event you want to schedule.
30 Min Meeting
Schedule a meeting with Niko Rosso via phone call, Zoom, or in-person.
60 Min Meeting
Schedule a meeting with Niko Rosso via phone call, Zoom, or in-person.
Discovery Call
Schedule a call if you're new to Hoffman Wealth Management and would like to learn more about our firm.
Review Financial Plan
For existing clients of Hoffman Wealth Management, schedule a review of your current Financial Plan.
Onboarding Meeting
We're looking forward to working with you!
Strategic Planning Meeting
For existing Hoffman Wealth Management clients, schedule a time to discuss your yearly financial review.
15 Min Phone Call
Schedule a phone call with Niko Rosso.
Team Client Review Will & Niko
Schedule a time to discuss your financial review.
Team Year-End Planning Meeting Will & Niko
Schedule a meeting with your team to discuss your year-end tax plan and next year goals.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor.
Investment involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
Investment involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.