Leslie joined the firm in 2024, bringing with her a wealth of experience in corporate financial planning, accounting, and project management. With a strong foundation in these areas, Leslie plays a key role in supporting the firm’s financial advisors in their efforts of financial planning and advisory processes, while also managing special projects that drive efficiency and client satisfaction. Her expertise allows her to offer insightful solutions and promote smooth execution. Beyond her professional accomplishments, Leslie is a proud mother of two adult children and enjoys exploring the world with her husband.
Robert Wolf, James Koenig, Sara Wolf, Michael Rock, and Chad Lange are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.
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We'd like you to learn more about Michael Rock - one of our dedicated Financial Advisors who brings a comprehensive approach to your financial wellbeing.
Michael is a former small business owner who understands what kind of commitment and sacrifice it takes to be successful at that career. As part of Wolf Financial Advisory’s specialized approach, Michael works with his clients on the following:
• Financial planning that grows with you
• Insurance needs for peace of mind
• Tax strategies
• Creating living legacies for families
He understands what matters most - helping you build the future your family deserves.
Ready to work with someone who truly understands your goals? Invest in yourself by setting up a meeting with Mike at https://www.wolffinancialadvisory.com/request-a-meeting
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01:00:54
If you’re in or nearing retirement, you’ve likely asked yourself: “Do I have enough to retire?” or “Am I going to be OK?” The truth is, retirement has changed—pensions are rare, market volatility is real, and rising taxes, inflation, and a changing interest rate environment are threats to your nest egg.
In this no-cost educational webinar, Wolf Financial Advisory's, Robert Wolf will walk you through what it takes to create a sustainable, tax-wise, and customized retirement income plan. Whether you’ve just retired or you’re five to ten years away, this webinar will help you take the guesswork out of what comes next.
Here’s What You’ll Learn:
- How to determine your retirement income number—the amount you’ll actually need year by year.
- When to claim Social Security (hint: there’s no one-size-fits-all answer, and timing matters)
- Strategies to help reduce the risk of outliving your money
- The difference between the accumulation phase and the distribution phase—and why the shift matters
- Tax planning tips to help minimize your lifetime tax bill
- How to protect your retirement from inflation, market downturns, and unexpected health expenses
- The truth about “safe” investments and how to balance growth, safety, and liquidity
Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. For specific estate planning planning advice, please consult a qualified esate planning attorney.
Elizabeth Meeth
Leslie joined the firm in 2024, bringing with her a wealth of experience in corporate financial planning, accounting, and project management. With a strong foundation in these areas, Leslie plays a key role in supporting the firm’s financial advisors in their efforts of financial planning and advisory processes, while also managing special projects that drive efficiency and client satisfaction. Her expertise allows her to offer insightful solutions and promote smooth execution. Beyond her professional accomplishments, Leslie is a proud mother of two adult children and enjoys exploring the world with her husband.
Robert Wolf, James Koenig, Sara Wolf, Michael Rock, and Chad Lange are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.