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!


   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

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 →

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

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 →