Our Services

How we help our clients:

We act as the client's team. In looking at financial strategies designed to pursue goals and objectives desired by our clients, we collaborate together in meetings, reviews, implementation and monitoring of the situation.

We start by analyzing a client's needs through our Financial Fitness Exam.  A clients financial situation is like a picture puzzle. We teach you to understand the pieces to this puzzle and help put this puzzle together so that your financial picture becomes clearer. In this way you find out how you are financially positioned and where the pieces fit together in order for you to pursue your dreams and goals. Pieces of the puzzle include*:

1. INVESTMENT SERVICES, PLANS & PRODUCTS
Fee only services offered through Level Four Advisory Services
Commission based services offered through LPL Financial

2. INSURANCE
Life Insurance/Variable Life Insurance - Good credit rated, competitively priced products specific to the clients needs.
Annuities - Fixed annuities, Equity Indexed annuities, Variable annuities (offered through LPL Financial). Good credit rated, competitively priced products used as part of a comprehensive financial plan

3. RETIREMENT PLANNING
For Individuals and Businesses - Including IRA's, 529 Plans for college education (offered through LPL Financial), 401K plans, Executive Deferred Compensation Plans. Buy/Sell agreements for business owners.

4. ESTATE PLANNING
Estate planning and product strategies
Family Foundations /Social Capital wealth planning
note: Joseph Solomon and Company does not provide legal advice.  We can work directly with your attorney or provide referral to attorneys we work with.

5. TAX PREPARATION & TAX PLANNING - Website under construction: www.etaxservice.net
Most Americans work approximately 18 weeks in the year for the US government, and the remaining 34 weeks of time for themselves. The return that really matters is what you have left after paying your taxes on April 15!
We believe in importance of tax planning and tax strategies.  Tax planning services available through Joseph Solomon Financial Group Ltd.a separate entity from Joseph Solomon and Company and LPL Financial.    

6. HEALTH
Disability Insurance: Coverage for the individuals, self-employed and businesses
Long-Term Care Insurance: Coverage for the over 50's customized for your needs. We use a variety of carriers

*Note: Investment products, Insurance Products such as Variable Life Insurance, Variable Annuities and Equity Indexed Annuities; Retirement products such as IRA's, 401K Plans and Sect. 529 Plans) are offered through LPL  Financial.  Plans for Advisory clients and non-brokerage clients are offered through Level Four Advisory Services;

"I've been rich, and I've been poor, rich is better." Sophie Tucker