Jacob Solomon CFP®, MBA

CONNECT

Address:

30 Two Bridges Road, Suite 320
Fairfield, NJ 07004

Phone:

973-882-7573

Fax/Other:

973-575-3245

Our Process

Financial Planning is not just for a select few...it's for everyone.

 Plan and Advise

•Audit personal/business history, current financial picture,

documents, investments, risk tolerance

•Understand your key business and family relationships

(values, health)

•Create vision for ultimate financial scenario

•Understand your personal and /or business goals

•Identify and analyze gaps in your plan

•Make suggestions to help prioritize

Implement

•Documents brought up to latest standards and tax laws *

•Wealth Navigator Platform

Monitor and Adjust

•On-going monitoring and periodic review by a team of professionals

(Concierge Level Client Service)

•Incorporation of new assets as needed

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck