Financial Readiness for Retirement: Are You Really Ready?

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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 Financial Advisory is a DBA of Wolf Advisory Services, and Wolf Tax & Consulting Services is a subsidiary of Wolf Advisory Services. Wolf Advisory Services, Wolf Financial Advisory, and Wolf Tax & Consulting Services are not affiliated with USA Financial Securities.

USA Financial Securities Form CRS: Form CRS

Rob Wolf, Amanda Opulskas, James Koenig, Sara Wolf, and Michael Rock are authorized to transact business only in states where they are properly registered. For investment products and services these states include: (Rob: AL; AR; AZ; CA; CO; FL; GA; IL; IN; MA; MD; MI; MN; MO; NC; NM; OH; OK; PA; SC; SD; TN; TX; VA; WI) (James: AR; AZ; FL; IN; MD; MI; NC; OH; PA; SC; VA; WI) (Sara: AL; AZ; CA; CO; FL; GA; IA; IL; IN; MA; MI; NM; NY; OH; PA; SC; TX; UT; VA; WI) (Michael: FL; IL; MI; TX; VA) (Chad: AL; LA; MI; SC). For Investment advisory services these states include: (Rob: AL; AR; AZ; CA; CO; FL; GA; IL; IN; MD; MI; MN; MO; NC; OH; OK; PA; SC; TX; VA; WI) (James: AR; AZ; FL; IN; MD; MI; NC; OH; PA; SC; VA; WI) (Sara: AZ; CA; CO; FL; GA; IA; IL; IN; MA; MI; MN; NM; OH; PA; SC; TX; UT; VA) (Michael: FL; IL; MI; MN; OH; SC; VA) (Chad: AL; LA; MI; NC). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.