Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Solutions Investment Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Understanding tax strategies can potentially help you better manage your overall tax situation.
Managing your money involves more than simply making and following a budget.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
For many, retirement includes contributing their time and talents to an organization in need.
An increasing number have been developed to help individuals with their personal finances.
There are ways to improve your physical fitness without denting your fiscal fitness.
Learn when it may not make sense to file a claim on your home insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Building wealth requires protection from the forces of wealth destruction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Taking your Social Security benefits at the right time may help maximize your benefit.
Have you explored all your options when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?