Welcome to Wold Financial

It is said the one constant is change.  With over 25 years of experience, we would attest to this now more than ever before.  WOLD Financial remains focused in today's chaotic environment when many try to chase the current investment fads that are here today and gone tomorrow. Philosopher Williams James said it best, "The art of being wise is the art of knowing what to overlook."

Our company philosophy is founded on principles that have withstood the test of time.  These principles have remained the same.  They provide the solid foundation needed for success.  At Wold Financial, we educate our clients on developing the habits and behaviors to attain what may have once seemed unattainable, regardless of what life brings.

We will help you identify what is important and guide you with principles that keep you on the path to reach personal success.  

For more information go to www.fivestarprofessional.com or Wealth Manager Research Overview.





INVESTMENTS

  • 401k & 403b Rollovers

  • Roth IRAs
  • Traditional IRAs
  • Small Business Retirement Plans
  • Individual & Joint Investment Accounts
  • Managed Accounts

INSURANCE

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

PLANNING

  • Financial Snapshots
  • Comprehensive Financial Plans
  • Investment Strategies
  • College-Saving Strategies
  • Retirement Income Distribution Planning