Our Services

At Wold Financial we provide assistance in the following areas:

Investing

401k & 403b Distribution Options

Roth & Traditional IRAs

Small Business Retirement/Qualified Plans

Individual & Joint Investment Accounts

Managed Accounts

UTMA, 529 & Coverdell Education Plans

Planning

Financial Snapshots

Comprehensive Financial Plans

Asset Allocation Strategies

Investment Strategies

College-Saving Strategies

Retirement Income Distribution Strategies

Insurance

Permanent Life Insurance

Term Life Insurance

Disability Insurance

Long-Term Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@woldfinancial.com | 952-936-0222