Michael  Hoffman

Michael T. Hoffman, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc

Office

33 Bull St,

3rd Floor,

Savannah, GA 31401-3316

About me

Background

Michael Hoffman is a Managing Director, Financial Advisor, and Accredited Investment Fiduciary professional with Truist Investment Services, Inc. He offers clients more than 22 years of investment experience and specializes in financial planning, managing customized investment portfolios, and retirement income planning.  He works with individuals, business owners, and affluent families to help them develop and implement investment strategies to address their immediate needs and long-term goals. By his side for the last eight years has been Kassidy Griner, Registered Client Service Associate, who focuses on providing exceptional client experiences and delivering prompt, attentive service. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Georgia Southern University 1996 2000

Personal Interests

Michael lives in Savannah, GA with his wife, Rebekah and four children, Helen, Hayden, Will, and Sims.  He and his family are active members of Community Bible Church and Michael is on the local Board of Directors for the Muscular Dystrophy Association.  In his free time, he enjoys playing golf, traveling, and attending his children’s various sporting events.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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