Broker Check

Individual Services

What does financial confidence look like to you?

What does financial confidence look like to you?

  • A cabin in Jackson Hole, Wyoming?
  • Golfing your way across the UK?
  • Spending as much time as possible with your grandchildren?

When you partner with Lone Wolf, we provide specific solutions that are centered around you, your situation, and what goals you want to accomplish. With all clients we create a personalized "Legacy Plan" document that contains your personal information, various accounts and policies, and all legal documents in a centralized location. When constructing this document with you, we work with your team of professionals (lawyer, accountant, etc.), beneficiaries, and the executor of your will. This process is intended to create a clear understanding by all parties, what your ultimate wishes are.

Throughout the year, we meet with our clients multiple times through face-to-face meetings and phone calls as well as emails, newsletters, and articles relating to your specific situation. This approach allows us to be proactive with our relationships and do what we do best for our clients: give personalized advice.

I could use a plan for the future.

Help me create one.

At Lone Wolf, we are paid in the following ways and fully disclose any compensation. All compensation is discussed before account opening and before rendering any service.

  • Flat Fees ranging from $500/yr. to $2,000/yr. and is dependent on the intricacy of your situation.
  • Assets Under Management (AUM) fees range from 0.90% to 1.50%, dependent on the size of your account(s).
  • Commission on life insurance products and on a very limited basis for investments.

Services that we provide are listed below. The services we render are dictated on your situation and evolves as you grow and your life circumstances change.

Financial Planning:

  • Yearly "Action Steps" which give you a plan for the year, updated Net Worth & Retirement Projections, and review of Important Relationships & Documents
  • Advice in the following areas:
    • Cash Flow (Budget) Planning & Tracking
    • Debt Review & Reduction Planning
    • Life & Disability Insurance Review
    • Retirement Planning, Allocation, and Projections 
    • Investments
    • Estate Planning Recommendations - Wills, Power of Attorney, & the proper naming of your beneficiaries
    • Yearly Tax Planning
  • An asset allocation of your work-related retirement account(s), personal retirement account(s), and Health-Savings Account(s)  (Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.)
  • Access to a valuable network of estate planning attorneys, CPA's, and insurance agents
  • Unlimited personalized support to help you reach your goals


  • Life - Term, Return of Premium, & Cash Value
  • Disability Insurance
  • Long-Term Care Insurance


  • Variable
  • Indexed
  • Fixed
  • Single Premium - Immediate & Deferred

  • Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered. Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated. Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.


  • Retirement Accounts - IRA, Roth IRA, SEP IRA, Simple IRA
  • Brokerage Accounts

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