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When it comes to your finances how important are the following?

Having a personalized financial system that outlines strategies to keep me on track and reach my goals.
Knowing if I am on track for (retirement, travel, childs education, new home purchase, etc.)
Learning tax strategies that could help my family/business now and in the future.
Knowing my family and I are properly protected and prepared in case of illness, injury or loss.
Understanding my investments and knowing they are being monitored regularily.

Thank you for your Thoughts! We use all feedback to improve the Solomon experience for our new and existing clients.