As we begin working together, it is important that we establish a solid foundation on which to base our relationship. Because effective financial planning and asset management require a commitment from both the planner and the client, we are providing these working guidelines as a basis for conversation and mutual understanding.
Values and Philosophies
We believe in the power of financial planning. It is one of the most important undertakings that successful people use to create an extraordinary like. It provides a framework that enables you to identify and reach your most important goals by making wise lifetime decisions.
Because each financial decision made can affect several areas of your life, we take a holistic approach to working with our clients. When decisions are made in a piece-meal fashion without clear planning for the future, unintended consequences can happen.
We believe in the value of education because educated clients make sound decisions and appreciate what we are trying to do for them. We will help to educate you and involve you in the planning process, explaining the reasoning behind our recommendations.
We believe in the power of partnership. We seek the involvement of both spouses or partners in the planning process. At your discretion, we will include your children and other family members when the time is right.
We believe in the power of teamwork. With your permission, we will take the leadership role in coordinating your plans with other professionals, such as your attorney, tax preparer, plan administrator and others. We will try to bring new ideas to the table and offer fresh solutions to your concerns.
We are dedicated to simplifying the complexity of your busy life. We will take an active role in carrying out the decisions that you’ve made. We welcome the opportunity to be your advocate in areas of your life in which you invite our participation and partnership.
We will act as a fiduciary, focusing always on the best alternative for you and your family. We are fiercely independent. We have no proprietary products and represent no specific companies.
Maintaining the highest standards of client service is our first priority at Solomon Financial. We will do everything we can to make it easy for you to do business with us.
We seek to build a long-term, trusted advisor relationship with you over your lifetime. We will tailor our services to meet your individual circumstances as they change over time. Keeping your long-term picture in mind, we will focus on the questions that are most important to you today.
We will, at all times, respect your privacy, and never share your personal information without your express permission.
Click here to learn about our responsibilities to you and your responsibilities to us.