Brian Wolfe

Brian K. Wolfe is the President of Independent Living Financial, Inc. He has 18 years of experience in the financial and retirement services industry and is a Chartered Financial Counselor (ChFC), a Chartered Life Underwriter (CLU) and holds specific designations for long term care insurance (CLTC) and senior issues (CASL®*). In addition to serving hundreds of personal clients, Brian has trained hundreds of agents throughout the United States. Brian has served on the board of NAIFA and led the young advisors counsel. Brian has been married to Jamie since 2003 and they have three children Brittany, Parker and Jack. Brian enjoys volunteering in his church and coaching youth sports.

Independent Living Financial, Inc., is an independent firm representing numerous leading companies as this provides the best opportunity for choice and superior solutions for our clients. By placing the needs of our clients first, insisting on a very personal level of service and providing our clients thoughtful consultations with best-of-class solutions, Independent Living Financial, Inc. enjoys an excellent reputation within the communities in which its representatives work.

Retirement is complex; the choices we have available in retirement, investments and insurance are vast. Our holistic approach provides expertise on the entire spectrum of retirement issues that have potential financial implications for pre-retirees and retirees.

Why a CLU:

Why a ChFC:

Why a CASL:
CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.

Why a CLTC:
The “Certified in Long-Term Care” (CLTC) designation was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client’s family and finances.  Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.


Comments are closed.