Our Forms

[WealthPro, LLC Sitemap] We have assembled a wealth of information for you here at Wealth.us. Whether you are a first time visitor or an old friend coming back, we encourage you to explore the many nooks and crannies in this site. Enjoy your visit.

You'll find three arrangements of links to sections within the site.

  • The Navigational Band located across the top of the main page
  • The Scrollable Panel at the left side of your screen
  • Links appearing within the body of the home page
Wherever you wander in the site, clicking on the WealthPro, LLC logo (at the top of the left panel) will bring you back to the main page. You can also click on the Home icon (little black house) in the left panel and on the Home tab at the left of the top navigational banner, when that banner is present.

Navigational Band


  • Home

  • Articles
    An extensive online library with a wealth of information on the following financial planning topics:
      • Estates and Trusts
      • Retirement Planning
      • Tax Planning
      • Investing
      • Cash Management
      • Risk Management

  • Calculators
    Financial calculators for estimating needs and liabilities in the following areas:
      • Loans & Credit Cards
      • Estate Planning
      • Retirement & Inflation
      • Taxes & IRA's
      • Saving & Investing
      • Cash Management
      • Risk Management
  • Newsletters
    Contains online reprints of select articles from the last 6 months. These are refreshed at least monthly, so check back again soon.

  • Glossary
    A financial glossary introducing and defining many common financial terms. Check back here often to expand your financial vocabulary while we seek to help you expand your financial wealth.

  • Quotes
    We provide 20 minute delayed quotes for any listed security. You can track a portfolio of any securities you would like to enter here. You can also find symbols for companies you are interested in following, performance charts, plus all the major market indices.

  • Contact Us
    An easy and convenient way for you to contact us when you have a question or want to contact us.

Scrollable Panel


  • Our Firm
    Welcome to Wealth.us

  • Our Services
    A review of the various services that we may provide to our clients:

    Here we also include links to other pages that may be useful:

    • Our Client Selection Criteria
    • Your First Meeting with WealthPro, LLC (including what to bring)
    • What You Should Know About Financial Planning

  • Our Qualifications
    Very, Important! Trust only a full-time, credentialed financial planning professional with your financial decisions. Please review and check our credentials and qualifications. Also provided is information on our ongoing continuing professional education.

    10 Questions to Ask When Choosing a Financial Planner*
    This information is provided by the CFP Board of Standards.

  • Your Account
    • Retirement/Investor Solutions
      Clients only. Provides secure online look up capabilities for our clients who use the Retirement/Investor Solutions system from Lincoln Investment Planning, Inc.

    • eWealthmanager
      Clients only. Provides secure online look up capabilities for our clients’ Managed Asset Allocation Portfolios.
  • Educational Library
    A wealth of information and ideas to help you understand and organize your financial life.

    The Ask the Planner series provides information and answers to many frequently asked questions about important financial subjects including: Investments; Insurance; Retirement; Estate Planning; College Planning; Tax Planning; "How to Take a Fiscal Inventory;" and "How to Manage Your Financial Resources."

    What You Should Know About Financial Planning*

    Financial Briefs – Newsletters and articles that Neal J. Solomon, CFP,® CLU, ChFC, CERTIFIED FINANCIAL PLANNER has provided on a wide range of topics.

  • Career Opportunities
    Looking for a great job? Check out our current Career Opportunities.

  • Our Sitemap
    Brings you to this page

  • E-Seminars
    Select one of the general financial topics and then watch and listen to brief presentations filled with facts, figures, trends, and fundamentals that can help you make choices for your situation.

  • Our Location
    Our business address, phone number, and e-mail address. How to find our office, driving directions, and maps of our area.

Links within the Main Page


Within the main body of our home page we have provided "Hot Links" to selected Newsletters and Financial Calculators.

Market Watch

The Market Watch section provides instant information on the financial markets. You can pull up a quote for a security that you are watching, create a chart of recent activity, or assemble your own portfolio to track online.

Don't forget to review our Important Legal Information.

Consumer Disclosure


WealthPro, LLC     15 First Avenue     Gloversville, New York 12078    518.725.6111
Date of first use – October 2003   Copyright ©2003, 2004, 2005 WealthPro, LLC ALL RIGHTS RESERVED. Return to top