Investment Management Approach


We believe that before you make an investment decision, it’s important to have a clear understanding of who you are today, the investment goals you want to achieve, and how you want to get there.

Solis Financial Strategies Group’s investment management approach is very interactive. Our team takes the necessary time to truly understand your investment objectives, as well as discerning your short- and long-term financial goals. We feel that educating our clients as part of the relationship is of the utmost importance. An informed perspective helps our clients better understand the solutions we recommend.

A core tenet of our approach is to build personalized portfolios structured to provide the potential for sufficient growth and income to allow you to continue to fund the retirement level you desire. We implement strategies with the goal of providing diverse sources of income that can grow and continue to meet your financial needs throughout your lifetime.

All of our recommendations are coordinated with other professional advisors – such as your attorney, accountant and insurance professionals – before being implemented.

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