CORE

PASSION

Many financial companies push their advisors to make a sale.  At Solomon, we never “make a sale.”  We grow relationships. They take time!  We know that by slowing down we build more successful clients, and ultimately, a better business.

This philosophy has shaped our unique approach to client planning.  Our starting point is not selling—or even assessing needs—instead, we begin with discovery. 

 

We get to know YOU.  We take time to understand YOUR story,  situation, and where YOU want to go. Not only does that allow us to make proper product recommendations, it also helps us to craft strategies and implement systems that will support YOUR overall financial health.  It may be slower, but it works!