Helping you reach your financial goals
Financial and income planning, tax planning and mitigation, asset protection, estate and wealth transfers, risk management using a virtual office approach with top financial professionals.
YOUR DREAMS MATTER
At Solid Wealth, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We offer services in these three areas:
Growth
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Wealth Transfer/
Estate Planning
Provide for the people and causes you care about the most.
HOW?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts • Probate • Charitable Giving • Estate Planning • Tax Planning
Worried that your financial strategy is Missing Something?
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We’re here to help you feel confident in your financial future.
We help our clients maximize the probability of achieving everything that is most important to them during their retirement journey."
READY TO TAKE
The Next Step?
It's simple...just ask us anything! Our process is built around a no-obligation opportunity
to do just that...ask us anything!
Give us a call at 208-350-7283
Send us an email: team@solidwealthco.com