We are invested in you as a client, and your story becomes our story. Your family is our family. What is important to you is important to us.
Yours in service and friendship,
Adam Wolf, CPA, CFP®
President
At Wolf Retirement Navigation, we prioritize and specialize in the intricacies of retirement planning, staying current and well informed across its various facets. Our approach is family- and client-centric, and we are dedicated to achieving results by offering the guidance, solutions, and answers you need.
Retirement planning is about understanding each individual’s unique situation, dreams, and goals. We take the time to get to know you personally, from your very first visit with us, continuing throughout our partnership, ensuring that our strategies are aligned with what you genuinely want to achieve in retirement.
Adam’s appearances on TV and podcasts/radio – in addition to his presence on social media, hosting webinars/workshops, and in periodicals – has over the years earned him the nickname of “Jacksonville’s Retirement Coach.” These various platforms allow him the opportunity to help people, through insights and education, to prepare for and enjoy retirement. To Adam, this is an honor and a lifelong mission.
Adam Wolf has become a staple on local Jacksonville news stations. Viewers count on him every week to bring important financial news and information to the community.
Adam’s podcast allows subscribers to listen at their leisure as each new episode covers key areas of financial and retirement topics, from income planning to maximizing tax-efficient strategies and beyond.
Your decision to retire is an important one, and “when” is one of the pivotal questions you will need to answer when preparing for your retirement. No longer relying on your career or job to provide income or a paycheck to maintain your lifestyle is the ultimate goal.
Everybody has a different vision of what that reality is and encompasses. One thing is for certain: the decision to retire, and knowing what it takes financially, mentally, and emotionally, should not be delayed or made without a Retire SMART plan in place.
R eady yourself; take inventory and organize
E nvision your retirement by setting goals in mind to paper
T ailor your SMART plan to your life, accounting for unexpected situations; i.e., health
I mplement your comprehensive SMART plan
R eview, manage, and monitor your portfolio
E njoy your relaxing retirement
S afety and protection: protect a portion of your savings against stock market risk
M anaged tactical growth: invest in the stock market in a diversified way by owning the entire market with smart low-cost asset class exposure instead of guessing with individual stocks
A sset and income plan design: where to place savings and investments and when to draw income and withdrawals is key for growth and tax efficiency
R emove unnecessary fees: reduce investment expenses and fees through our proprietary portfolio construction and efficient design
T ax efficiency and reduction: know the tax code to your advantage and plan for now and later through tax-free accounts; eliminate mistakes which cause penalties
We are the beacon of hope for you and your family through all seasons of life.
Whether you are single or married, divorced or widowed, pre-retirement or already retired, we are here for you.
Our uniquely personal approach is an exclusive experience, grounded in conversation and centered around your financial security and retirement goals.
Our dedicated team at Wolf Retirement Navigation earns and sustains your trust by listening to you and sharing new ways to make positive and impactful changes for your retirement.
We believe your happiness is defined by your desires and needs, and we reach your goals through the highest level of personal and professional integrity.
In a world where money is often portrayed as just numbers and charts, we recognize financial planning is deeply personal and emotional. We bring objectivity and clarity to the forefront, helping our clients navigate the complexities of their financial lives, leading to a thriving and rewarding retirement.
This entails being strategic with a comprehensive written Retire SMART plan designed to enhance and maximize your savings. Our approach is a lifelong partnership; and this defines what we, at Wolf Retirement Navigation, will do for you.
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You are now leaving the website of Wolf Retirement Navigation, LLC and will be entering the website for Coyle Capital LLC, a Registered Investment Advisor. Wolf Retirement Navigation LLC and Coyle Capital LLC are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
