Our Services
At Solomon Wealth Management, we strive to enhance the economic well-being of our clients by offering access to a variety of investment and insurance products. Whether you want to save for retirement, fund a college education, or minimize taxes we are uniquely qualified to assist you. Services include:
- Asset Protection
- Budgeting
- Business Planning
- Charitable Gifting
- College Funding
- Elder Issues
- Employee Retirement Plans
- Estate Planning
- Family Steward Services
- Income Tax Issues
- Insurance Planning
- IRAs
- Legacy / Succession Planning
- Lifestyle Planning
- Options Strategies
- Portfolio Management
- Profit Sharing
- Qualified Plans
- Retirement Planning
- Rollover IRAs
- Roth IRAs
- SEPs
- Simple IRAs
- Tax Planning
- Valuation/Continuity