CONTACT INFORMATION: Robert Wolf, President Website 714-881-2696 firstname.lastname@example.org
Terra Firma Business and Financial Consultants, LLC, founded by Robert Wolf, has been helping businesses thrive using specific business and asset growth principles in conjunction with deep knowledge of business tax deductions.
Our goal is to take your needs and wants by increasing your cash flow in the following ways:
- Exemption Planning
- Appreciable Deductions
Our method through education is:
- understanding your business goals,
- then build a relationship with your attorneys, tax specialists, and advisors,
- educate these key professional to implement your plan,
- then continue ongoing dialogue to assist in the success of the strategies implemented
Our success is based on a heartfelt commitment to build client relationships based on trust, maintain consistent communication, provide prompt personal service, and impart competent professional advice based on thorough research.
At Terra Firma Business and Financial Consultants, LLC, our goal is to provide expert assistance in the following areas:
- Insurance Renewal and Servicing Management
- Employee Benefit Renewal and Servicing Management
- Business Plan Review
- Business Continuation Planning
- Business Succession Planning
- Executive Benefit Planning
- Insurance Risk Management
- Identity Theft Risk Management
Robert “Bob” has been assisting businesses since 2001.
As the president of Terra Firma Business and Financial Consultants, LLC, Bob focuses on educating his clients about the various strategies available to businesses and how those same strategies apply to individual owners—the two are not separate.
Bob is also the president as well as an Investment Advisor Representative of TF Wealth Management, LLC, a California Registered Investment Adviser, which requires him to be a fiduciary for his clients. He holds insurance licenses focused on life, health, property and casualty. California License No. 0D57265.
As a dedicated husband and father of three children, Robert is very involved in their numerous activities and sports, actively participates in various church activities, and donates his time and talents to local camps for kids.