Worried about what Wall Street might do to your 401K? Would you like to experience a more holistic approach to building (and keeping) your wealth? Looking for a little peace of mind? We've got options.
People who may need to rethink their Estate Plan
Supplemental Executives Retirement Plans (SERPs)
Office Hours: By appointment only
805 South Church Street Suite 13
Note: This website provides general (not comprehensive) description of insurance based products. All contracts are between the owner and an Insurance Company.
For more detailed data (information) you must have a insurance review and will be based on the information (data) provided by the family.
Please see brochures that relate to the product or service needed for more detailed information.
See a Tax Professional for current tax law and a Attorney for current law as it relates to your situation. No Solace Wealth Management agent provides tax help or legal advice.
For specific coverage’s or refer to a complete proposal containing a description of particular benefits, limitations and exclusions. Product, product features and riders availability vary by state.
Regarding products: Not a deposit, Not FDIC Insured, Not Guaranteed by any bank, Not Insured by any government agency, May lose value.
Guarantees are based upon the claims-paying ability of the issuer. Thank you so much for thinking about someone you love.