Products 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