At CJW Financial Associates, we employ a number of different strategies to help you pinpoint your financial wants and needs, make strides towards them, and ultimately: reach your financial goals.
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. No matter where you find yourself today or see yourself in the future, a one-on-one personal relationship with Christopher J. Wolfe and CJW Financial Associates can help you find your financial balance and bring your dreams and goals more within reach.
For over 18 years, Christopher J. Wolfe and CJW Financial Associates has worked with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve and manage wealth. 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. Christopher J. Wolfe and CJW Financial Associates will help you look ahead for changes and opportunities, and reassess as your needs and goals evolve.
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. Our holistic approach to retirement planning considers all areas of one’s life, including lifestyle choices and geographical considerations.
Risk can never be eliminated entirely, but it can be managed. Christopher J. Wolfe and CJW Financial Associates understand that no matter the industry, each business and individual have unique concerns and risks. 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.