In a financial world of market swings it is easy to focus on just the numbers and lose sight of what you’re working for in the long run. Christopher J. Wolfe and CJW Financial Associates take the time to understand what’s truly important to your family and financial plans. Together, we’ll develop strategies customized to meet your current and future planning desires.
An annuity is a long-term insurance product and can be a valuable tool for investing and saving for retirement. Plus, the contract's tax deferral gives you the freedom to control when you pay taxes on your earnings.
A brokerage account is an arrangement between an investor and a licensed brokerage firm that allows the investor to deposit funds with the firm and purchase investments according to the client's goals, time horizon and risk tolerance.
Investment Advisory Services
Christopher J. Wolfe and CJW Financial Associates give you access to numerous investment options so you can build a portfolio designed to help you achieve your planning goals.
Christopher J. Wolfe and CJW Financial Associates offer a variety of retirement plans such as various IRA Accounts, 401(k) Plans and Pension Plans. If structured correctly these can be valuable retirement planning tools.
Our focus is to protect your assets and interests through comprehensive coverage solutions and guidance in risk management. This is done through efficient management of insurance policies and frequent reviews.
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 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.
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.
Whether you’re a young or established adult, a business owner or in retirement, Christopher J. Wolfe and CJW Financial Associates make sure your financial plan is customized and individualized to assist in meeting your financial planning goals. We pride ourselves on learning what is important to you, your business, and family. This is your financial future. It shouldn't be left to chance or a "cookie-cutter" plan. Christopher J. Wolfe and CJW Financial Associates have the capabilities and resources to help you both build and protect what is nearest and dearest in your life.