Guidance for the big picture and finer details
Streamlined solutions for a lifetime of needs
At Solomon Wealth Group, we have been serving executives of large companies in Northwest Arkansas and Eastern Oklahoma for over 20 years. Our clients include individuals who are near or in retirement from the energy, retail, transportation, and poultry industries. As a result, our team has developed an in-depth knowledge of executive compensation and benefits programs that you likely won’t find anywhere else.
Having worked with numerous current and former executives from public companies over the years, we have found there is a great need within this group for help in navigating the complexities of planning for retirement using their executive savings plan, which may include stock options, restricted stock, or deferred compensation.
As your trusted partner, our team’s goal is to simplify your complex financial situation by creating strategies and designing a plan to help you prepare for and successfully transition into retirement. We will work to manage your investments, mitigate your tax burden, and address key issues to prudently plan for you, your family and your future.
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We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
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Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
