1-760-771-3339

WHAT WE OFFER

As our mission statement clearly states, our goal is to help you make smart decisions with your money and accomplish the things you value most in life. Therefore, we create and maintain a comprehensive financial plan that addresses the following:

Asset Management.

Through our access to a robust research department and thousands of different investment vehicles (including but not limited to stocks, bonds, mutual funds, ETFs, annuities and alternative investments), we will develop a customized asset allocation portfolio specifically designed to address your needs and goals, while staying within your risk tolerance. We believe that being disciplined in our approach toward strategic and tactical asset management will help give you a good probability of managing risk and capturing a reasonable rate of return.

Retirement Planning.

Whether you are already retired or working toward retirement, we analyze your situation and provide strategies that seek to help you build long-term sustainability.

Estate Planning.

By working directly with your estate planning attorney, or referring you to one of our outside strategic legal resources* we will establish a plan that may help you bypass probate, manage taxes and assist with transferring wealth to your loved ones or meaningful charities.

Trust Services.

Through The Private Trust Company, N.A., an affiliate of LPL Financial, we can provide you with access to comprehensive trust services customized for your needs. These services include revocable trusts, charitable remainder trusts and irrevocable life insurance trusts.

Insurance Services.

We will review your life, long-term care and disability insurance to determine if you have adequate coverage. Plus, through our outside strategic insurance resources, we can also offer access to strategies for medical insurance, property and casualty insurance, and supplemental Medicare insurance.

Tax Strategies.

Although we are not able to give tax advice, we will work closely with your CPA or tax advisor to help manage your tax liability.

Asset management offered through LPL Financial, a Registered Investment Advisor.

*Legal Services are not offered by LPL Financial or Solis Wealth Management.