AWAProducts and Services

Wolfson Financial Services is a full service financial planning and consulting firm. We design financial portfolios that are tailored for each client’s specific goals and needs. We provide investment and insurance products from a wide variety of stable and well-managed companies. In addition, we offer fee-based financial management.

Here are some of the specific products and services that we offer:

  • Personal Money Management
  • Tax Planning
  • Life & Disability Insurance
  • Retirement Plans: IRA, SEP, 401k, SIMPLE, 403(b), Roth IRA
  • Planning for Life Changes
  • Long Term Care Insurance
  • Education/529 Plans
  • Retirement Planning and Plan Comparisons
  • Mutual Funds, Stocks, Bonds
  • Estate Planning including Life Insurance for Life Insurance Trusts


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