Our Approach

After a cost-free initial assessment, Salomon & Company will provide you a road-map to address near and long-term goals...

Individuals
& Families

  • Wealth Accumulation
  • Retirement Planning
  • Estate Planning
  • Life & Disability Insurance
  • Tax Strategies
  • Education Savings
  • Long-Term Care
  • Charitable Giving

Businesses &
Entrepreneurs

  • Financial & Operational Planning
  • Succession Planning
  • Executive Compensation
  • 401(k) and Retirement Benefits
  • Growth & Exit Strategies
  • Risk Management (Insurance)

...as well as
Ongoing advising &
analysis along the way