Our primary focus is to significantly improve our clients’ retirement through outstanding financial advice and service for continuous peace of mind. Wolf Retirement Navigation LLC will help you reach your retirement goals, no matter what stage you are in the retirement process. The “partnership approach” coupled with our financial Guided Planning System, “GPS” that includes: income planning, wealth accumulation, asset protection, tax minimization and preparation, annuities, life, health and long-term care insurance set us apart, and allow us to be a one-stop solution for retirement planning.
Adam Wolf, president of Wolf Retirement Navigation LLC, has 16 years experience in the personal financial services industry and holds a bachelor’s degree in finance and accounting from Virginia Tech.
He is a licensed insurance agent in Florida and many other states. Adam has been a Certified Public Accountant since 2002 and earned his Certified Financial Planning™ designation in 2005. He is knowledgeable in the areas of financial planning, taxes, annuities, life insurance and investments, and he genuinely understands how these products can help clients meet their financial goals.
“My primary goal is to help my clients prepare for, transition to and enjoy retirement. We pride ourselves on listening, understanding and assisting our clients to meet their financial goals.” -Adam Wolf, CPA, CFP®
Adam began his career learning the tax and financial planning business through his work in both large and small CPA firms. He then worked with a large Registered Investment Advisory firm for five years, managing clients’ investment portfolios and providing personal financial and tax planning advice. He also specialized in annuity and life insurance strategy, design, sales and implementation for a retirement strategies company in Northeast Florida and served as the director of an affiliate tax firm to provide tax compliance and planning services to his clients.
Adam routinely appears on two First Coast News programs, “First Coast Living,” and his segment is the “Retirement Coach,” and on “the Chat” where he was the featured financial professional. He has written several articles and been published in numerous newspapers, is a RetireMentor for the Wall Street Journal’s MarketWatch.com and has been quoted in The Wall Street Journal. Adam has also appeared on local radio and TV programs for his experience helping clients with their personal financial goals.
Mike Harper brings over 37 years of experience in life and long-term care insurance knowledge including underwriting and business development experience. His certifications include “Chartered Life Underwriter,” “Fellow Life Management Institute” and “Certified in Long-term Care” professional. He is a licensed insurance agent in Florida and many other states.
During his career he has held several positions in the life insurance industry including, multiple vice president positions. His specialties include business management, long-term care insurance sales/training and underwriting. He has led many teams and is recognized in the industry for his presentation skills and ability to help his clients meet their goals.
Throughout his career he has worked in both corporate and group insurance/underwriting as well as individual underwriting. He graduated from Washington College in Chestertown, MD, with honors.
Sandra’s (Sandy), primary goal is to educate her clients so they can protect their independence, assets and peace of mind. She has been providing consulting advice for annuities and long-term care insurance for the past 15 years. She holds a long-term care specialist designation and is a licensed insurance agent in Florida.
Her straight forward approach allows clients to choose from a variety of customized long-term care plans and innovative insurance solutions that fit their needs.
She is a graduate of Florida State University and Georgia State University. Sandra has obtained her Master’s degree in education and she was a former teacher with the Atlanta Board of Education and Duval County School System. In addition, she earned her GRI designation as a Florida Realtor. Often Sandra presents at the university level as she is Florida State Certified.
Robin brings over 15 years of customer service and marketing background to Wolf Retirement Navigation. Robin’s expertise includes working with clients, organizing seminars, developing relationships with media outlets and maintaining the company’s image through marketing materials.
Her extensive background includes, finance, beauty and wellness, and healthcare. Robin attended Bauder College of Art and Design in Atlanta, GA.
In addition, Robin has served on the board for PB&J, a local non-profit committed to promoting a better community through events, marketing and volunteers to other local non-profits needing support. She currently serves on the board for Hendricks Avenue Elementary Ambassadors and chairs the fundraising committee. She is also actively involved in her son’s school PTA and local Cub Scout chapter.
Tracey has specialized for the past 15 years in the financial industry providing support, including contract and policy management, relationship development with financial partners, banks and clients, seminar support, maintenance of CRM tools and overall office management.
She is a paralegal graduate of the Florida State College of Jacksonville and is a member of the NALA , Paralegal Association of Florida. In addition, Tracey is a graduate of the Bradford School of Business in Houston, Texas.
Originally from Iselin, New Jersey, Tracey has lived in New Jersey, New York, Houston, Texas and Jacksonville, FL. Tracey is also a licensed insurance agent in the state of Florida.
Schedule a no-obligation “retirement planning stress test” call us today 904-232-8760.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.