The Financial Guys

The Financial Guys Team

Mike Hoeflich Senior Wealth Manager & Certified Social Security Claiming Strategist

Michael Hoeflich**

Senior VP of Wealth Management, Certified Social Security Claiming Strategist™

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


A dedicated Senior VP of Wealth Management at The Financial Guys, LLC in Williamsville, Michael “Mike” Hoeflich combines his unwavering passion for financial education and knowledge to guide clients towards their financial aspirations. His philosophy rests on education and a thorough, considerate approach, ensuring clients not only achieve financial security but also gain peace of mind.


Born and raised in Western New York, Mike’s academic journey led him to Canisius College where he acquired a B.S. in Management Information Systems. Later, his pursuits for knowledge took him to an M.B.A 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 devoted twelve years to the Iroquois Central School District as a teacher.


Off the professional grid, Mike’s heart resides in Elma, New York, with his wife, Lisa, and two beautiful daughters, Michaela and Madison. He and his family love to travel, and Mike never misses a chance to indulge in a round of golf.

Specialized Services

Mike’s knowledge as a Certified Social Security Claiming Strategist, coupled with proprietary software and a unique 5 step process, can help you determine the most appropriate Social Security claiming strategy, paired with how much of your wealth will be needed BEFORE you retire. Mike is a true Retirement Income Planning specialist who can help you understand the true cost of your retirement and the most cost-effective way of your income goals.

Media Appearances & Features