Zach Herzog, CEO
Ryan Mizer, Managing Director
Jaimie Egan, Marketing Manager
Sue Crawford, Exec Assistant
Volunteering at Jacob's House
Zach & Sue
Our Whole Picture Retirement Plan Book
Office Client Event
Toy Drive Delivery
Our Book on Retirement for Firefighters
The Wolfgang Capital Team
Ryan Mizer, Managing Director
Our Whole Picture Retirement Plan Book
Sue at Our Front Desk
Our Book on Retirement for Police Officers
Zach & Ryan Volunteering
Sue and Jaimie Volunteering
Our Book on Retirement for Police Officers
Our Conference Room
Zach Herzog, CEO
Zach and Takoda (Our Mascot)
Have a Plan!
Nikki Sleeping on the Job
Our Book on Retirement for Firefighters
Client Appreciation Event
Ryan Mizer, Managing Director
Our Book on Retirement for Police Officers
The Front of Our Building
WHAT TO BRING
To get the most out of your visit, please bring anything that applies to you (hard copies or digital):
- Investment Account Statements
- Retirement Account Statements
- 401(K), 403(B), 457(B), TSP, etc.
- Pension Information
- Insurance Contracts
- Annuity Statements
- Last Year's Tax Return
- Your Social Security Amounts
Don't have your Social Security Amounts?
Set up your free Social Security account on ssa.gov to get your projected Social Security benefit amounts.
What to from Your Consult
What happens at the first visit?
We get to know each other, answer any of your questions and find out if it makes sense to schedule a complimentary Strategy Visit. You only need to bring yourself to your Connection Visit. If you would like to get more out of your meeting, you can bring the suggested items above to get our personalized recommendations.
If I already have a financial advisor, can I work with you?
We have clients who have had an advisor for 20+ years, just hired an advisor recently or have always handled their own investments. At the very minimum, we can provide you with a second opinion to see if there is room for improvement. We also provide other value add Retirement Planning services such as Social Security & Medicare Planning.
Is there a charge for meeting with you? How do you get paid?
No. There is no charge for your first visit or building our your Whole Picture Retirement Plan®. We get paid only if we decide to work together, which is why we are selective about who we take on as a client. If we decide to work together, our fee will depend on the size of your investments. We will provide you with clear information relating to our fees during our first visit.
Who would benefit from a meeting and what investments do you work with?
We believe anyone planning for retirement or currently retired will benefit from an initial visit with us. Many of our clients are looking to create an overall retirement plan that focuses on protecting and not outliving their assets, As an independent firm, we do not have a list of products or investments we offer our clients. Every plan we put together is customized to your specific financial needs and we choose investments that we believe are best for your situation. We build and nurture your custom plan so you can enjoy your retirement.
How long is the first visit and where are you located?
Typically a connection visit will last about 45 minutes. We have office locations in Temecula, San Diego and Carlsbad.
28765 Single Oak Drive, Ste 125, Temecula, CA 92590
951.200.5084 | info@wolfgangc.com
Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC #0K07551). Wolfgang Capital LLC and Wolfgang Financial Group LLC are affiliated companies. Neither Wolfgang Financial Group LLC or Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC, Wolfgang Financial Group LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Wolfgang Capital LLC does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.
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