A Legacy of Financial Planning and Collaborative Solutions
Founded in 1977, Solomonwood has earned its reputation as a leading financial planning firm in the region. We proudly serve individuals and families by simplifying their financial lives through comprehensive planning and personalized solutions. Our core values guide us in everything we do.
Core Values
- Client-Centered: We prioritize understanding your unique goals and anxieties to deliver solutions tailored to your specific needs.
- Integrity: We uphold the highest ethical standards and transparency in all our financial planning practices.
- Collaboration: We believe in building strong relationships with other professionals in your life to provide holistic and well-rounded financial guidance.
- Education: We empower our clients with knowledge and clarity throughout the planning process to make informed financial decisions.
- Sustainability: We advocate for a comprehensive and holistic approach to financial planning that extends beyond just numbers.
Our Services
We offer a comprehensive range of services designed to address every aspect of your financial life. These include:
Financial Planning
- Comprehensive financial assessments
- Goal setting and financial planning
- Investment planning and portfolio management
- Retirement planning and analysis
- Estate planning and insurance review
Retirement Planning
- Comprehensive retirement analysis
- Contribution strategy optimization
- Investment diversification and selection
- Early withdrawal strategies and planning
- Pension plan consultations
Estate Planning
- Will creation and estate planning
- Trust establishment and review
- Power of attorney and healthcare directives
- Estate tax planning and optimization
College Planning
- 529 plan analysis and strategy
- Educational expense planning
- Scholarship and grant research
- Student loan planning
Portfolio Management
- Customized investment strategies based on your goals and risk tolerance
- Regular portfolio review and rebalancing
- Access to competitive investment platforms
Insurance Planning
- Comprehensive review of your current insurance coverage
- Identification of potential risks and gaps
- Recommendations for appropriate coverage and providers
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