FINANCIAL SERVICES

Helping you achieve your financial goals

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.

We can help you

  • Implement investment strategies to help increase and protect your wealth
  • Put effective protection strategies in place to help secure your financial future against the unexpected; and
  • Minimize taxes, while maximizing the money you save and invest for your future
  • Design strategies to help you grow your assets after retirement to ensure you’ll live comfortably and leave a lasting legacy of financial security for your loved ones.
  • Make wise decisions about your retirement accounts and plan your distribution strategy as you near retirement (or now that you are retired)

Your needs come first

 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.  

An integrated approach to meeting your financial needs

  • A personal consultation to establish your goals, desires and objectives.
  • Developing effective fi nancial strategies to meet your objectives.
  • Gathering the qualitative and quantitative data that reflects your circumstances.
  • Spending time analyzing the data to understand your personal situation.
  • Monitoring, reviewing and adjusting your program as needed on an ongoing basis.
  • Implementing your agreed upon strategies designed to pursue your financial goals.

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. 

A disciplined investment process

 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: 

 

  • Develop an integrated, personalized investment program based on your financial goals.
  • Manage the impact of taxes and inflation on your investments.
  • Assess recurrent, detailed reporting on your portfolio's activity and performance.
  • Diversify your assets to maximize return and minimize risk.
  • Provide investments that match your objectives and suggest the right asset mix for your portfolio.
  • Monitor the performance of your investments.
  • Regularly rebalance your investments to maintain your desired asset 

Helping to plan for the security of your financial future

 

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:

  • Develop a personalized investment plan designed to help you minimize risk and maximize return.
  • Develop and implement an income strategy that is customized to your needs.
  • Create a customized, comprehensive financial strategy for your retirement years.
  • Plan your distribution strategy – maximizing cash flow and minimizing taxes.
  • Put in place a prudent strategy to help your money continue to grow throughout retirement.
  • Ensure that your retirement program is properly structured to preserve and maximize generational wealth.

Planning to protect your financial program

 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.  

Leaving a lasting legacy

 Devising an estate conservation strategy plays a vital role in securing your family's financial future. A properly planned estate can:  

 

  • Ensure that your assets pass to your beneficiaries as you intended.
  • Keep the federal and state governments from getting too much of the inheritance you will leave behind.
  • Protect the assets you've accumulated.
  • Provide for the continued fi nancial security of your family.
  • Enable faster transfer of assets by avoiding or accelerating probate.

 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. 

Learn from the professionals at our educational seminars

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.

schedule an appointment Today!

Preparing your financial program from all angles

 

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.

Soloway Agency

4667 Nesconset-Port Jeferson Highway, Port Jefferson Station, New York 11776, United States

(631) 473-5759

Hours