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
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
