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About SOLARI FINANCIAL PLANNING, LLC
SOLARI FINANCIAL PLANNING, LLC is a leading financial planning firm providing expert financial services to clients. With their extensive knowledge and experience in the financial industry, they are committed to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and wealth management services
- Creates customized financial plans based on clients’ specific needs and goals
- Provides ongoing support and guidance to clients to help them make sound financial decisions
- Uses a comprehensive approach to financial planning, taking into account all aspects of a client’s financial life
Facts and Insights
SOLARI FINANCIAL PLANNING, LLC has been in business for over 10 years and has managed over $500 million in assets. They have a team of highly skilled and experienced financial advisors who are dedicated to providing their clients with top-notch financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
SOLARI FINANCIAL PLANNING, LLC caters to a diverse range of clients, including individuals, families, businesses, and non-profit organizations. They have the expertise to assist clients at any stage of their financial journey, from early savings and investments to retirement planning and legacy building.
Fees & Compensation
As a fee-only firm, SOLARI FINANCIAL PLANNING, LLC does not earn commissions or referral fees from any products or services they recommend. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The founder of SOLARI FINANCIAL PLANNING, LLC, John Solari, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP). He is dedicated to helping clients achieve their financial goals and is committed to providing them with unbiased and objective financial advice.
Financial Advisor Disclosures to Know
SOLARI FINANCIAL PLANNING, LLC is a registered investment advisor (RIA) and is held to the fiduciary standard, which requires them to prioritize their clients’ best interests above their own. They have no legal or disciplinary disclosures and hold all necessary licenses to provide financial services.