Physicians Nationwide
Michael Brian Hoffman
Wealth Management Advisor|CFP®
Get to know our dedicated team
My team and I place a strong emphasis on effective, reality-based communication with clients, and strive to create an environment within our practice that is 100% focused on building secure financial futures that are designed to help withstand both the highs and lows of the road ahead.
Professional
“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry
While the process of integrating a purposeful, holistic wealth management strategy into your full lifestyle often seems daunting at first, in reality, setting and accomplishing your long-term financial goals can be a seamless transition when supplemented with an active, efficiently managed plan designed by our team.
My priority as a CERTIFIED FINANCIAL PLANNER™ professional is to engage with every client on a personal level, setting aside ample time for us to initiate authentic, courageous conversations that will act as a compass for navigating our future endeavors together. I translate this open style of communication into cultivating beneficial, proactive partnerships with other professionals and specialists, both within and outside of the financial industry, to more sharply develop each individual’s unique vision into a comprehensive game plan that will continue to adapt to each progressive stage of our client’s lives.
In providing clients with innovative education and a balanced approach to wealth accumulation and risk management, we can move forward with confidence that we are on the right path to helping our clients reach their long-term financial goals.
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2004-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2006-2010
- Award recognizing performance
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Matt Anagnostou
CLU®, ChFC®, CASL®, RICP®
Annuity Specialist
Matt is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company and has been with Northwestern Mutual for 33 years, contracted in 1988. He started his career with NM in San Francisco, CA, where he was born and raised. He now is in Mendota Heights, MN with Northwestern Mutual, where he has been for the last 22 years. He lives in Eagan, MN.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
