The Solid Wealth Company Process
At Solid Wealth Company, we want to enhance your financial outlook through:
Income and investment planning
Asset and cash flow management
Account distribution
Get Started in 3 Easy Steps:
1. Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2. Evaluate
We’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy designed to help you reach your unique retirement goals.
Our Approach
A personal touch
We sponsor special Client events, educational webinars, Lunch and Learns, evening dinner presentations to keep our families up to date and celebrate life in general!
Constant communication
We provide semi monthly and quarterly magazines and newsletter to keep you informed about industry trends. Plus weekly email notifications of market trends and updates.
A tasty little treat
Dirk makes a delicious secret barbecue sauce for every family that joins Solid Wealth Company. What’s more, he happily provides refills when asked!
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today.
