We are dedicated to maintaining the highest standards of excellence and ethics, as defined by our fiduciary duty to you, our client. You can rest assured that we will always protect your interests and place them — legally, ethically, and morally — first and foremost in each and every decision we make on your behalf.
Our team’s goal is to tailor a successful retirement plan for you that offers guidance along life’s journey and the flexibility to adapt to potential changes along the way — empowering you to live the lifestyle you desire and leave the legacy you envision.
Adam Wolf is the president of Wolf Retirement Navigation, LLC and has more than 17 years of experience in the personal financial services industry.
Prior to joining the team on a full-time basis, Talitha partnered with Wolf Retirement Navigation, working in the tax department.
Since 1997, Robin has been engaged in many facets of customer service and marketing. In 2014, she brought her enthusiasm for her career to Wolf Retirement Navigation.
In November 2017, Eileen Ybanez joined the Wolf Retirement Navigation team as the newly appointed director of client services.
Tracey has focused on providing support for the financial industry for over 15 years, including contract and policy management.
Sandy’s primary goal is to educate her clients so they can protect their independence, assets, and peace of mind.
Prior to joining the Wolf Retirement Navigation team, she lent her natural gift of customer service to the health care industry as a medical assistant and surgical coordinator.
Mike Harper is a seasoned life and health insurance professional, celebrating 44+ years working in various focus areas within the insurance industry sector.
If you currently have a portfolio manager or advisor, do you know the amount, percentage-wise, of fees you are being charged? If not, please allow us to do a portfolio X-ray for you, free of charge. We will itemize our findings in writing and provide: