FINANCIAL PLANNING & WEALTH MANAGEMENT
At Hottleman, we help our clients with achieving their short-term and long-term goals through measured and perpetual discipline. Let us strive to help turn your present portfolio into a more successful future.
Our clients always come first. We serve them through a global network powered by partnership, integrity, and a shared purpose of advancing sustainable economic growth and financial opportunity.
College PlanningRising education costs require a forward-thinking plan. Hottleman can help you prepare for one of life’s biggest investments.
Accounting & Tax ServicesLet us handle the details. We’ll help manage your tax preparation and planning so tax season doesn’t seem so daunting.
Company Retirement Plans & IRA RolloversManaging your company’s retirement program can seem complicated, but Hottleman will keep your plan running smoothly with a personal touch. Our time-tested benefit strategies will leave your employees in good standing.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
We have the latest topics in our library to Inform and Inspire.
A graduate of Bentley University, she earned a Bachelor of Science in Accountancy and a Master of Science in Taxation. She has applied her business education and twenty year background in public accounting to better serve her clients.
Transferring her expertise in auditing, reviews, compilations, bookkeeping and tax preparation for small businesses, not for profits and individuals applied with her accounting and taxation background and combining it with her education in tax planning and wealth management prepared her to join Hottleman and Associates in her hometown of Mansfield, Massachusetts. Founded under the proposition that fiscal matters are best conducted on a personal level, Hottleman and Associates continues to strive to meet and surpass the needs of its clientele for over 30 years.