The Financial Guys Team
Michael Hoeflich**
Senior VP of Wealth Management, Best Selling Author
MBA, CSSCS®, CLTC®
Licenses & Certifications Include:
- Certified Social Security Claiming Strategist
- Certification for Long-Term Care
- Series 7
- Series 63
- Series 65
- NYS Life, Accident & Health Insurance License
About Michael Hoeflich
Overview
A dedicated Senior VP of Wealth Management at The Financial Guys, LLC in Williamsville, New York, and frequent Co-Host of #1 ranked business talk show in Western New York, The Financial Guys Radio Show, on News Radio 930 WBEN and WHAM 1180. Mike combines his unwavering passion for financial education and knowledge to guide clients toward their financial aspirations. His philosophy revolves around education and a thorough, considerate approach, ensuring clients not only achieve financial security but also gain peace of mind. He is also the Co-Author of the #1 bestseller, Beyond Break Even: The Essential Guide to Social Security Optimization, available at beyondbreakevenbook.com.
Experience/Career
Born and raised in Western New York, Mike’s academic journey led him to Canisius College where he earned a BS in Management Information Systems. Later, his pursuits for knowledge took him to an MBA while working with National Fuel in Buffalo. His varied experiences range from specializing in software programming, system analysis, and maintenance of software applications, to Human Resources and Trust Plans Administration.
Mike’s professional journey further expanded into Small Business as a Vice President at a growing Telecommunications firm. With a love for education, he earned a Master of Science degree in both Elementary and Business Education and taught twelve years at Iroquois Central School District before becoming a member of The Financial Guys, LLC team.
Family/Interests
Mike resides in Elma, New York with his wife, Lisa. They love to travel with their two daughters, Michaela and Madison. When possible, Mike enjoys a round of golf.
Specialized Services
Mike is a Certified Social Security Claiming Strategist, with over a decade of experience and instructor of hundreds of workshops. He utilizes proprietary software and a unique 5-step process, to identify the most appropriate Social Security claiming strategy and help get clients TO and THROUGH a successful retirement. Mike is a devoted Retirement Income Planning specialist who understands how to minimize the COST of a retirement and create a strategy that truly works.
Media Appearances & Features
#1 AMAZON Best Seller
BEYOND BREAK EVEN
The Financial Guys, Russ Gaiser and Michael Hoeflich, present their new book ‘Beyond Break Even: The Essential Guide to Social Security Optimization’. Through real client stories and clear examples, you’ll discover how proper Social Security optimization can transform your retirement outcomes. Whether you’re approaching retirement or already retired, this comprehensive guide provides the framework you need to make one of the most important financial decisions of your life.