Financial Planning
At Sols Point Capital, our planning service was founded on a simple principle: provide quality, confidential service and advice focused on our clients’ best interests.
Our commitment to you
Achieving your financial goals requires the guidance of a financial professional who is associated with a company who has access to a diverse team of resources.
We offer planning services in following areas:
- Financial Planning
- Wealth Management
- Insurance Services
- Investment Planning
- Asset Protection Planning
- College Funding Planning
- Retirement Planning
- Trust & Estate Planning*
- Wealth Transfer Planning
- Charitable Gifting Strategies
- Business Succession Planning
- Executive Bonus Planning
6 Areas of Financial Planning
Financial Position
A review of your financial position provides a better understanding of where you are right now. This financial picture will address your balance sheet, cash flow and debt management and if savings are balanced and appropriate for meeting your goals.
Risk Management
Analyze your situation and help find ways to protect your income, assets and, if you’re a business owner, your business, at every stage of your life and as circumstances change.
Wealth Accumulation
Design a strategy to help you invest your assets in order to meet your financial goals by taking into consideration your personal situation and tolerance for risk.
Tax Strategies
When applied appropriately in conjunction with a financial plan, tax strategies can help reduce the impact of taxes on investment returns and income. While only your accountant or attorney may provide tax or legal advice, our financial planners can work with them to coordinate a plan that best suits your needs.
Retirement Planning
Obviously, the earlier you start saving, the more flexibility and freedom you’ll have to choose the when, how and where of retirement. If you’re a business owner, our financial planners can show you how to take advantage of retirement strategies to help maximize your retirement savings while offering plans that are designed to reward and retain top talent. And even if you’ve already retired, our financial planners can help to ensure that your savings continue to work for you.
Estate Planning**
Proper estate planning can help you to pass on more of your wealth to your family and charities than to taxes. It can take into consideration the special concerns of young families with minor children, business owners who need to address succession planning or grandparents who would like to help their grandchildren go to college.
*Trust services provided by MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.