Financial Service
Discover many of the opportunities available to help you plan your financial future.
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.
At The Solomon Group, we offer you the following services:
ANNUITIES
WEALTH ACCUMULATION
ASSET PROTECTION
LIFE INSURANCE
RETIREMENT INCOME STRATEGIES
TAX MINIMIZATION STRATEGIES
LONG TERM CARE
IRA & 401(K) ROLLOVERS
IRA LEGACY PLANNING
We can also refer you to professionals who provide the following services:
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- Tax Planning
Have Questions For Us?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at [email protected] or 512.522.4849 today!