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Your financial professional is an experienced financial professional who will help you work toward your financial goals. Here’s how to optimize that critical relationship.
Your financial professional is an experienced financial professional who will help you work toward your financial goals. Here’s how to optimize that critical relationship.
Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial health.
Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues.
There’s a simple word that has profound implications for savings and investing: compounding.
There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care.
If you are approaching your seventies, get ready for required minimum distributions.
The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks.
Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance…
Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies.
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement.
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Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Greg Solis is domiciled, and his principle place of business is CA.
CA Insurance # 0795867
“This statement is a testimonial by a client of the Solis Wealth Management as of 05/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #556941
“This statement is a testimonial by a client of the Solis Wealth Management as of 05/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #451730-2
“This statement is a testimonial by a client of the Solis Wealth Management as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #515842
This statement is a testimonial by a client of Solis Wealth Management as of 05/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
– Tracking #436116-2
“This statement is a testimonial by a client of the Solis Wealth Management as of 07/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #457029-1