The Twin Cities Secure Retirement Source.
 


Click on the 5 STAR logo above to learn how
Wolf Tax & Financial Group won the
Mpls. St. Paul Magazine's 2010 Overall Client Satisfaction Award!

 

Click here to see a short video on our
Wealth Management System

 
   

The choices people make everyday reflect their core values.

How we treat others. How we spend our time and how we

manage our finances are just a few examples.

 

Our goal is to completely understand your values.

 

 

We will spend the time to discover your hopes and dreams,

and then work hard to achieve and protect them.

 

Most people accumulate financial products throughout their
lives that they neither understand nor review regularly.     

 

We specialize in understanding, organizing and protecting your

finances so you can have true peace of mind!

Your Legacy

 

After a lifetime of working to provide for yourself and others,

have you carefully evaluated what your legacy will be?

 

Whether your financial assets are large or small, we will walk

you through our comprehensive step by step process to make

sure everything is taken care off.

 

Showing you how to protect, grow and distribute your love for generations.

 

Honest – Independent - Expert Advice 
 

The Hallmark of Our Practice


WE CAN HELP YOU…

 

  • Protect your assets
  • Eliminate unnecessary risks
  • Safely maximize gains
  • Minimize taxes
  • Begin Legacy Planning
  • Facilitate family discussions
  • Organize your financial life 
      

A team of professionals working for you!

 

 

 *  Free Tax Strategy Planning.

 *  Free Investment & Insurance review.

 *  Free legal consultation:

                        Wills - Trusts - Power of Attorney 
                         Health Care Directives - HIPAA 
                                 
      Consultative Approach - With No Judgments Or Pressure. 


                          

                                                                   video.fivestarprofessional.com/mspwm2010/brianwolf
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →