Our Services

Think WealthPro for "Wealth Progress"

We are pleased to offer a range of financial services designed to assist you in accomplishing your important life and financial goals. All services fall into two categories – design and implementation. The first phase of any financial service should always be planning and strategy. This is conceptual work aimed at charting an attractive route toward your destination – your important financial and life goals. Once a design is in place, we assist our clients by implementing their plans using a variety of financial systems and programs. As a firm known for independent thinking we have carefully selected and assembled a network of financial solutions for our clients’ use. One important benefit of working with us is that we can help you make sure that you follow through on the good intentions that you have when you decide to begin planning. After all, as with many things in life, success only occurs when you actually take the actions necessary to promote your intended result. As an example, we can help keep an investment program on track through regular monitoring and adjustments to keep everything in line with the stated portfolio objectives. We want to make sure that your good intentions translate into achievable results.

Are you looking for help with your financial planning, investment management, insurance planning, or any of the other topics listed here? Do you think you might be a good prospective client for our firm? Perhaps we should meet. Please click here to learn more about our client selection criteria.

New clients please note: At an initial meeting we seek to get to know as much as possible about your financial circumstances. Click here to learn what to bring to your first meeting with us.

We offer services related to each of the topics listed below. The same topics are also covered in our Educational Library. And we’d like to pass along the CFP Board of Standards’ web brochure: What You Should Know About Financial Planning.

• The Comprehensive Financial Planning Process
• Retirement Planning
•     – Retirement Projection Process
•     – Pension Option Analysis
•     – Private Pension Replacement Alternative
• Investment Management and Wealth Management
•    – Our Six-Step Investment Process
•    – Specialized Investment Solutions
•    – Tax Management
•    – Rollovers
•    – Tax Deferred Annuities
• College Planning
• Insurance Planning and Risk Management
• Long Term Care Planning
• Estate Planning and Charitable Giving
• Group Benefits Programs for Employer Groups
• Special Planning and Retirement Services for Public Educators and Not For Profit Organizations/Employees

Each of our services is offered only under a written agreement to provide the specific service selected. Such agreement or agreements shall define the scope and nature of duties accepted by our firm or firms. No agreement to provide service exists until such time as a properly executed written agreement is accepted and exercised by an authorized official of our firm or firms.

Advisory Services offered through WealthPro^SM, LLC, Registered Investment Advisor. Securities offered through The Strategic Financial Alliance, Inc., Member NASD/SIPC. WealthPro^SM, LLC, The Strategic Financial Alliance, Inc., and Solomon Associates^SM are independent entities and each is responsible for its own business.