RET IREMENT NAV IGAT ION
4230 Pablo Professional Court Ste. 101 Jacksonville, FL 32224
4711 US Highway 17, Suite C-5 Fleming Island, FL 32003
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A Big Milestone
Let’s Celebrate the Past and Look to the Future
A s we kick off 2019, I’m excited and grateful to be celebrating a pretty big milestone: Wolf Retirement Navigation’s 5-year anniversary! I started WRN because I was sick and tired of seeing hardworking people lose retirement savings because the companies with whom they entrusted their savings didn’t have the proper tools in place to protect them. I decided to put my own name on the sign so I could do things my way, allowing me to support my family and to do right by my clients while continually watching their backs. we have been able to achieve in just five short years. This isn’t something I could have done on my own. There are so many people who helped me make it all possible. I owe a lot to my wife, Danielle. Her strength and belief in me helped me to get out there to run my own business, and it certainly helped us to work together — then and now — to raise our beautiful little girl. I am also incredibly fortunate to have a great staff that knows how to roll with the punches of this industry and are always there when I need them the most. Owning a business in any industry is never easy, and I am very proud of what Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Wolf Retirement Navigation LLC and RWA 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 It goes without saying that WRN certainly wouldn’t be what it is today
without our clients. Everything we do centers around the people we serve; we are always analyzing and implementing practices to help with successful and enjoyable retirement living. I always look for opportunities to make my clients’ lives easier, and I am always researching ways to help them achieve their goals. As I neared the five-year milestone, I didn’t just reflect about the past. I have also been putting a lot of thought into the future of WRN. My goal is to be able to celebrate our 10-year anniversary and many more milestones beyond that. To achieve this, I’ve been looking into how I can better invest in the future of WRN and the way we serve our clients. Technology is always changing, and I want my company to be on the cutting edge so we can offer our clients the best. But tools are only as good as the people who use them. Since day one, we have been growing in size. In order to continue providing clients, old and new, with quality service in their retirement planning, I plan to invest in new team members to increase our service levels. Coming out of the holidays, it’s clear that 2019 will be loaded with financial risks. We face the risks of global growth slowing; record-high debt at county, business, and consumer levels; and professional before making any investment decision. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Wolf Retirement Navigation LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
increased interest rates. All these occurrences and more are on everyone’s radars this year. Our company will continue to be diligent in working to help protect clients against excessive risks, fees, and taxes. This year, I am also looking for ways to really boost the resources we have for our clients and friends. To do this, we’ll host more educational courses focused on smarter retirement planning. The first of these courses will be the Retirement Success Workshop held at the University of North Florida during the second half of January 2019. So please give us a call if retirement planning is one of your New Year’s resolutions. Thank you to everyone who helped Wolf Retirement Navigation grow to what it is today. I look forward to this year and seeing what 2019 and all the years to follow will bring. Yours in friendship and in service, Adam Wolf, CPA, CFP ® Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
2 LOCATIONS TO SERVE YOU! Jacksonville & Fleming Island
www.wolfretirement.com | 1
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