 Jack R. Wolff, President, Investment Financial Services, Inc. (IFS) of Sarasota, Florida is a retirement account specialist focused on providing comprehensive financial and estate planning for clients 55+. Jack conducts many area workshops, helping the 55+ population learn strategies to help protect assets, increase income potential, reduce taxes and develop thorough estate plans. Jack's #1 priority is serving the needs of his clients. The fortunate result of this valued emphasis is a close client relationship, working together to develop, implement and manage solutions directed at specific individual goals.
Jack's career in the financial services profession began in 1968. His first 14 years were spent with IBM, working with the company's Finance Industry headquarters in Princeton, NJ. In 1983, Jack and his family moved to Sarasota where he began his current career as a financial planning advisor.
Mr. Wolff is involved with both local and international non-profit organizations. He is most proud of establishing The Wolff Family Scholarship Program which provides qualified area graduating high school seniors a 4-year college scholarship.
As the Executive Administrator of the Senior Solutions Network-Sarasota & Manatee Counties, Jack is responsible for the leadership of a group of ethical, competent, trusted local resources devoted to senior needs. This diverse array of services includes financial planning, certified public accounting, elder law, wills, trusts & estate law, geriatric care, senior relocations, real estate, mortgage lending, aging in place, construction, durable medical equipment, long term care and more.
A former marathon runner and current avid swimmer, most of Jack's personal time is dedicated to his family: his wife Marilyn, their two sons Marc and Dan, their five grandchildren and two dogs.
Areas of Specialty: Retirement Income Planning, Asset Protection & Performance, Tax Planning Strategies, Multi-Generational Wealth Management & Transfer, Estate & Trust Planning.
Qualifications: Certified Estate Planner, Advanced Graduate Gerontology, University of South Florida, Master's Degree in Systems and Information Science from Syracuse University, Bachelor of Science Degree with a Major in Mathematics from Stevens Institute of Technology and he is a member of the National Ethics Bureau. Five Star Wealth Manager Award recipient in 2009.
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 Dan Wolff, Vice-President, Investment Financial Services, Inc. (IFS) of Sarasota, Florida is a wealth management specialist primarily on financial planning (investments/insurance), as well as advanced estate and tax planning. Dan regularly conducts area workshops, educating and working with the over-55 population on strategies to (i) protect assets and income without foregoing growth opportunities, (ii) implement tax efficient investing strategies, and (iii) establish and/or fine-tune existing estate plans. IFS is an independent financial services firm that is 100% client-focused and maintains no allegiances and alliances with any fund managers, insurance companies, or investment banks. This independence is critical in fostering a close relationship with our clients as we work together to develop, implement and manage solutions directed at meeting and exceeding our clients short and long term goals.
Dan has been active in the corporate and retail finance industry since 1991 when he received his securities license. Prior to focusing his efforts on financial planning, he spent a number of years working as a corporate and investment banker underwriting fixed income securities for entities ranging from small municipalities to Fortune 500 companies.
Areas of Specialty: Retirement Income Plannings, Asset Protection & Performance, Tax Planning Strategies, Multi-Generational Wealth Management, Estate Planning.
Qualifications: Dan earned his undergraduate degree from University of Florida, his MBA from the University of North Carolina Chapel Hill, and is a CFA Charterholder (Chartered Financial Analyst) and an active member of the CFA Tampa Bay Society.
Dan has also trained under Ed Slott, the author of "Stay Rich for Life" and the host of the PBS special with the same title. Mr. Slott is a Certified Public Accountant, tax advisor, and recognized by the Wall St. Journal as America's leading IRA authority.
Dan grew up in Sarasota after moving to the area from New Jersey in 1983. Outside of work, he spends the majority of his time with his family including his wife, Janelle and 3 daughters, Zoe, Nina & Josie.
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Tina Ross joined Investment Financial Services Inc. in August 2004 as a Sales Assistant to Jack assisting with client and office duties. Prior to coming to IFS Tina worked as an Office and Accounting Manager.
Sharon Eckman joined Investment Financial Services, Inc. in April of 2003 as Director of Marketing. Since that time, she has earned a Life, Health and Annuity License for the state of Florida and a Series 11 Registered Sales Assistant License for securities. Her duties now encompass client support, event planning and a wide array of clerical duties. Sharon brings with her extensive management and client support experience from her previous career endeavors.