Our Services
We offer customized services that allow our clients to focus on the people and activities that are important to them. We strive to empower you to make more informed and effective financial decisions that allow you to feel relieved and confident about your wealth.
While incorporating Tax Reduction Strategies* throughout, our most popular services include:
- Comprehensive Strategy Development, Implementation and Monitoring—including a detailed Written Financial Plan if desired
- Investment Account Management—from Accumulation to Distribution, we seek to match your risk tolerance with the appropriate mix of stocks, bonds and other investments
- Retirement and Estate Planning—including proper Ownership, Control and Beneficiary aspects
- Education Funding—typically utilizing 529 Plans and specific future university expenses
- Annuities, Life Insurance, Disability Insurance, Long-Term Care Insurance
* Neither Steve Solomon Financial, CQ Wealth Advisors Inc., nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.