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
![]() |
|
![]() |
![]() |
![]() |
![]() |