WolfRetirement Navigation May 2017

904-232-8760 www.wolfretirement.com MONTHLY May 2017 RET IREMENT NAV IGAT ION

FROM FIELD GOAL TO FINANCIAL PLANNING How a Football Star Became a Retirement Expert

your name on the wall. So I went out and did just that.

and I promised myself it would also be the last.

Football was a big part of my life growing up. For five months out of the year, if I wasn’t in school, studying, or asleep, I was on the field. Practices started in late August, and the whole team would be working in 90-degree weather to prepare for the season. That hard work showed because we had a great high school team. We’d make it to the playoffs every year and to the state championship game twice. Wolf Retirement Navigation is a place where I can be certain my clients have access to the best tools and strategies on the market [and] protect what’s theirs. When you’re in that kind of position, it’s only natural for college recruiters to eventually come calling. I received scholarship offers to both the University of Richmond, the College of William & Mary, and thought my college tuition payments were set. All I needed to do was continue to play the sport I loved. Unfortunately, things didn’t work out that way. One game into the playoffs during my senior year, I tore my ACL and MCL in my right knee. The college coaches didn’t waste any time taking the money back. This was the first time in my life someone took money away from me,

I knew my injuries would heal, and with rehab, I could get back on the field, but that chapter of my life was over. I was ready to move on to the next stage. Since I thought I had scholarship money lined up, I had to scurry around to piece my future back together. Thankfully, my good grades got me accepted into Virginia Tech at the last minute. Coming up with the money became my next challenge, but with a little help from my parents, a lot of work every summer, and student loans, I paid my way through. To find a new direction in my life, I followed my interest in numbers and math and ended up interning at a CPA firm during college. Here, I learned all about taxes, but I decided it wasn’t just want I wanted to do forever. Over time, my career took me across the finance industry, expanding my knowledge and repertoire to better help clients. Then in 2008, I was working for a money management company when the stocks went south. Our portfolios performed well, relative to other money managers, but watching clients lose money because the company didn’t have the right tools to protect their savings fully made my stomach churn. I knew I wanted to do something different. I also knew, if you want to make real changes in a company, you have to have

Wolf Retirement Navigation is a place where I can be certain my clients have access to the best tools and strategies available on the market. Here, I can help my clients protect what’s theirs while growing their retirement savings. I don’t limit myself to just helping clients who happen to step into my office, either. Three times a week, I’m on TV with local news stations, broadcasting five-minute educational segments on Mondays at 11 a.m. with River City Live on WJXT Channel 4, and on Tuesdays at 11 a.m. and 2 p.m. with First Coast Living on WTLV Channel 12. I learned what it felt like to have a secure future slip through my fingers when the college coaches took back my scholarships. With my experience and knowledge of finance, I want to make sure no client has to experience that feeling themselves.

– Adam Wolf, CPA, CFP ®

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