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A Note to our Clients about the COVID-19 Virus:

As Wolff Financial Group closely monitors the situation around COVID-19, we are striving to ensure the health and safety of our advisors, staff, and clients. We are exercising an abundance of caution to best protect our community while continuing to provide you with the exceptional guidance and support you deserve. We have made the decision to postpone all in-person meetings effective Tuesday, March 17th. During this time, our advisors and staff members will continue to be available for you so please don't hesitate to contact us directly if you have additional questions or concerns. We will continue to monitor the situation and communicate updates as they become available. Thank you for your continued business, support, and understanding. Stay safe!

 

Insurance/Risk Management

Photo: family walking in a field in the sunshine

Wolff Financial Group, LLC offers a broad range of products and services to help our clients achieve financial security and independence. Insurance products and services offered include:

Services Provided:

Personal Strategies:

  • Advanced Estate Planning
  • Wealth Preservation and Tax Saving Strategies
  • Legacy/Wealth Transfer
  • Insurance/Risk Management
  • Protecting surviving family members from untimely deaths
  • Utilizing charitable giving to reduce taxes

Business Strategies:

  • Business Transition Planning and Exit Strategies for family owned and closely held businesses
  • Buy-Sell Funding
  • Executive Benefits
  • Key Person Protection
  • Non-Qualified Retirement Plans
  • Group Benefits
  • Voluntary Benefits

Products Offered:

  • Traditional Life Insurance¬†
    • Universal
    • Survivorship
    • Whole
    • Term
  • Private Financed Life Insurance
  • Premium Financed Life Insurance
  • Private Placement Life Insurance
  • Disability Income Insurance
  • Disability Buy-Out Insurance
  • Business Overhead Expense Insurance
  • Long-Term Care Insurance
  • Group Life and Disability Insurance

Disclosure: Not all representatives are licensed to offer all products and services.

We have advisors licensed to sell insurance in the following jurisdictions: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, ME, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT
Keith's CA License #0G77912, State of Domicile: CT
Randi's CA License #0L78246; State of Domicile: CT

We have advisors licensed to sell securities in the following jurisdictions: CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NY, NC, OH, OR, PA, RI, SC, TX, VA, VT
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Wolff Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. CRN202101-240627

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