Our Services

We make complex financial concepts
and issues easy to understand.

Jacksonville Financial Services

At Wolf Retirement Navigation, we subscribe to the philosophy of total transparency. That’s why we’ve incorporated an easy-to-understand fee-based service structure into our business model. Because when it comes to portfolio management, we believe in full disclosure.

We are a comprehensive financial services firm rooted in the community, and we have been working with friends and neighbors throughout the greater Northeast Florida area (Jacksonville, Orange Park, Palm Coast, St. Augustine, and Amelia Island), bringing a combined 87+ years of industry experience to help meet – and, often, exceed – our clients’ goals through the use of sophisticated retirement income planning software tools.

Our Service Offerings

Retirement Planning (5–7 years from retirement)

& Retirement Income Planning (In retirement)

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Investment Management

At Wolf Retirement Navigation, we have a talented investment team that will invest your money wisely, always keeping in mind your particular needs, goals, and risk tolerance. Of course, life-changing events may dictate a change in course of action, and our experienced professionals are knowledgeable and trained to accommodate you in these instances.

Wolf Retirement Navigation works to earn the respect and trust of our clients on an everyday basis by partnering with FormulaFolios, a private money management firm ranked No. 385 on the 2018 Inc. 500 list.

The cornerstone of a smart financial plan is having a sound investment process. Every decision made for each client’s unique and customized portfolio is based upon proven investment formulas, as is further explained in this formative video:

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FormulaFolio Investments, LLC is ranked 10th on the 2017 Inc. 500 list. The growth rate stated is based on revenue earned in the last three years with only private companies who apply in consideration. For further information on the criteria, please visit https://www.inc.com/apply/guide.

Insurance Planning

We are equipped to handle all of your insurance needs, including, but not limited to, life insurance, health care, and long-term care — always with the goal of reducing and/or hedging your overall burden of insurance costs and premiums.

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Wolf Tax

Wolf Tax is our sister tax preparation company. Many of our retirement planning clients take advantage of our tax preparation services in a one-stop shop.

We offer the best of tax strategies during your retirement years, tailored to your particular income-producing scenario(s) and designed to lower your taxes while simultaneously improving your retirement savings

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We don’t believe stress should ever be a part of the retirement process. It is fundamental that we, as your advisor, relieve any anxiety regarding market conditions and other factors that can affect your portfolio. We look forward to helping you get started today.

Get Your Portfolio Analysis Today

To help ensure your retirement is protected, get your complimentary portfolio risk analysis information today!