Financial Planning

The winding road to retirement is a long one. Solomon & Hoover can help you and your investment advisor build an investment portfolio to help you reach your financial goals. With prudent financial planning, you are better prepared to face financial challenges. We can provide professional help to assess your long-term needs and develop proactive strategies to strengthen your financial security, meet financial goals, and maintain financial independence, while minimizing taxes.

Our financial planning services include:

  • Financial planning
  • Asset allocation 
  • Investment performance monitoring
  • College education funding
  • Retirement planning and funding
  • Insurance choices
  • Tax, estate and business succession planning 

Contact us 239.481.4114 or 239.939.5303

Serving the state of Florida including Fort Myers, Cape Coral, Lehigh Acres, Bonita Springs, Estero, Sanibel and Captiva Islands, Naples, Miami, Sarasota, Tampa, and Daytona Beach.

  • We Support
  •  
  • Betty Allen Gynecologic Cancer Foundation
  • SWFL Regional Human Trafficking Coalition
  • SWFL Community Foundation
  • Florida SouthWestern State College
  • Greater Fort Myers Chamber of Commerce
  • Dress for Success(R) SW Florida