As you look toward the future and outline goals for your life – whether it is a comfortable retirement, a new vacation home, or leaving a lasting legacy for your family – it becomes clear that you will need a comprehensive strategy to meet those objectives.
Soloway Financial Advisors can help you identify and plan for your financial objectives, creating effective strategies to reach those goals.
We specialize in helping investors just like you develop and implement solutions designed to help turn your dreams into realities.
We understand that financially successful individuals require a high degree of personal attention and sophisticated solutions tailored to their needs. We provide you with the experience you need to achieve your goals, from investment advisory and money management services to risk management and retirement income strategies.
At Soloway Agency, we begin each client relationship by seeking to understand what makes you unique. We listen to our clients. We seek to understand your goals and provide fi nancial solutions based on your core values and what is truly important to you.
To help provide effective strategies for your fi nancial needs, we gather signifi cant facts about your fi nancial situation and goals, analyze this data, and prepare a financial program which includes recommendations on how to meet your personal fi nancial goals. Then, we tailor our services to your needs.
As your personal situation changes, we assess your financial program and suggest appropriate adjustments.
Like a road map, your financial strategies are only effective when they continue to guide you in the right direction.
We can help you develop a personalized investment program tailored to your individual situation. We work closely with you to understand your specific financial goals, risk tolerance, time horizon and investment preferences. Based on that understanding, we help you:
No matter what your age, retirement planning is an essential part of your overall financial strategy. Whether you are 35 or 75, decisions and plans you make now will infl uence your lifestyle in the future.
We can provide in-depth analysis and recommendations for all your qualifi ed plans, including your IRA and 401(k), 403(b) and 457 plans. We can help you properly allocate your retirement portfolio to correspond with your overall retirement plan. And as you need income from your retirement assets, we can help you develop a strategy designed to maximize income while minimizing taxes, to help ensure that you don't outlive your resources.
Our comprehensive approach to retirement planning includes both the accumulation phase and the distribution phase. We can help you:
What would happen to your family, as well as your financial objectives, if something unexpected were to happen to you or your spouse? Without proper protection, an unexpected disability or death may cause your financial plans to collapse. If you don't plan properly, a disabling injury or illness could put the assets you've spent a lifetime accumulating at risk. Then, your family's ability to reach its financial goals would be jeopardized.
As we map out your financial program, we will help you review and select the most appropriate insurance programs plans for your situation. We will analyze how much coverage you need and review the current policies you already have in place. For example, we can provide strategies to help you prepare for the escalating costs of long-term care.
Devising an estate conservation strategy plays a vital role in securing your family's financial future. A properly planned estate can:
We will help you determine the best plan of action for you and your family. We assist you by setting up the appropriate arrangements and strategies you need to ensure your intentions are fully followed.
We are committed to educating and empowering our clients. Our complimentary educational workshops are designed to help you broaden your base of knowledge and learn more about financial strategies and new investment opportunities.
We can also customize our financial workshops for your business, church or other organization.
At Soloway Agency, we offer an in-depth approach to wealth management that encompasses all aspects of your financial life. Our strength lies in our holistic approach – our ability to see and understand each aspect of your financial life and how they relate to and affect each other, now and in the future.
We would be happy to meet with you to discuss your investment needs and objectives.
4667 Nesconset-Port Jeferson Highway, Port Jefferson Station, New York 11776, United States