Michael Hoffman

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

Office

33 Bull St,

Suite 320,

Savannah, GA 31401-3316

MHoffman@Truist.com

Phone 912-344-9801

Fax 912-790-2498

Get directions

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About me

Background

Michael Hoffman is a Senior Managing Director and Accredited Investment Fiduciary® (AIF®) with more than 25 years of experience helping clients build, preserve, and transfer wealth. Based in Savannah, GA, he serves High Net Worth Individuals, business owners, and affluent families across the country.
 
Michael specializes in investment portfolio management, financial planning, retirement planning, and estate planning. Known for his disciplined approach and client focused guidance, he provides tailored strategies designed to support long term financial confidence and success.


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

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

Locations

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