Solmon Advisory Group
Through a series of personal interviews, we
work with you to better understand your needs,
personal goals, time horizon and risk tolerance.
Having the proper mix of equities, bonds, and
cash will dictate both the potential return and
risk of your portfolio. We use sophisticated
analysis tools to help you find the right mix.
A wealth plan combines your current assets
and planned contributions prior to, and expected
withdrawals after retirement, with a projected
return derived from your asset allocation to
estimate future values for your portfolio.
Together, we will highlight your investment time frame,
risk, manager selection procedures and selling disciplines.
Once we fully understand your needs, and we agree
on a roadmap that will move us in the direction of your
goals, we begin the process of implementing your strategy.
We conduct regular reviews of all portfolios
and keep you up-to-date through pre-booked
appointments.
Market cycles cause different asset categories to
do well at different times. Rebalancing brings your
portfolio back to the original asset mix on regular
intervals to take advantage of these cycles.
