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 knowledgable 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 by FormulaFolios, as is further explained in this informative video:
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.