Home
Tax & Accounting Services
Investments & Retirement Services
Virtual Family Office
Informative Videos
Click Here to Request a Free Initial Consultation
Team Members
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Mobile: (972) 900-3555

Office: (972) 503-2355

Fax: (888) 741-9078

1400 Preston Road

Suite 400

Dallas, TX 75093

Certified Public Accountant, Group Life and Disability (Texas), Series 24, Series 7, Series 63, Series 65

jhoffmann@osaicwealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Osaic Wealth, Inc. [SPF] member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth, nor its representatives, offer tax or legal advice.

This site may contain links to information contained on third-party websites. We do not endorse or accept responsibility for the content of any third-party website nor are we affiliated with them.

This communication is strictly intended for individuals residing in the states AZ, CA, NV, TX, and WA, . No offers may be made or accepted from any resident outside the specific state(s) referenced.