Our Team of Experts

Rich is a Partner & Investment Consultant at Hoffman and Cohen Retirement Strategies, where he specializes in helping individuals and business owners grow and preserve their retirement assets. With more than 32 years of experience, Rich is deeply committed to building long-term relationships and guiding clients toward financial freedom through personalized wealth management strategies.

Throughout his career, Rich has earned a reputation for simplifying complex financial situations and helping families move from uncertainty to confidence. His passion for financial planning continues to grow as he helps clients navigate the transition into retirement and experience the lasting benefits of thoughtful, proactive guidance.

Rich earned his degree in Communications from American University. He lives in Sparta, New Jersey, with his wife and has two children. Outside of work, Rich enjoys spending time with his family, traveling, swimming, boating, watching sports, and playing golf. He is an avid Yankees, Knicks, and Giants fan!

Will is a Partner & Benefit Consultant at Hoffman and Cohen Retirement Strategies. For more than 20 years, he has worked in the financial retirement industry. Will works with individuals, families and businesses to understand their retirement needs. He works with a team of professional colleagues to customize a qualified retirement plan that provides the best solutions for his client’s individual needs.

Will’s practice focuses on retirement during and after the working years. Throughout the year, he stays current on the changing laws and financial implications that impact his client’s investments. He frequently educates his corporate clients on money saving opportunities and the advantages available within targeted benefit plans. For individuals and families, he focuses on the implementation of an appropriate strategy to build and preserve wealth. In all cases, Will’s personal goal is to become a lifetime resource for each and every client.