A financial professional is a qualified investment mentor who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a program to achieve that client's goals.
Holistic Financial Planning
True holistic financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way and recommending changes where needed.
Retirement Planning
Retirement planning includes identifying sources of income, estimating expenses, implementing a savings & investment program and managing assets to plan for a secure future. As we age, we must consider the increasing costs of healthcare and long-term care, as well as having sufficient funds to ensure a secure future.
Wealth Management
Christopher J. Wolfe will be your professional wealth management adviser where you can receive tailored investment advice. The benefit of these specialized wealth strategies are to assist in planning for your retirement and legacy, and provide a holistic approach to your full financial picture.
Premium Financing for Estate & Business Planning
Premium financing can be an effective and advantageous way for you to pay for the life insurance you need to accomplish your financial goals. It is a planning strategy that can enable you to pay the premiums for the coverage you need without having to drastically impact your business or personal cash flow.
Risk Management & Insurance
How much risk can you afford to take, and how much money will it cost to mitigate that risk? We work within your financial means to make sure your risks are addressed and attainable, affordable solutions are provided.
