Michael Solari (CFP®, MS)
Michael Solari focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I specialize in working with clients who are:
- High earners, not rich yet
- Retired baby boomers or soon-to-be retirees who want to stay ahead of the game
- BAE Systems professionals
- Physicians & engineers
- Tech-savvy mid-career professionals
I've always had an affinity for finding the true value in something. As a kid, it was my baseball card collection. As I got older, it was in my ability to save and earn money. Today, that commitment to value is a cornerstone of my own fee-only practice.
Now I'm a husband and father of two, and I continue to grow my practice and help other families reach their financial goals.
I offer financial planning, investment management, and one time plans all at a flat rate. I do not have an asset minimum to be able to work together, but instead offer a structure that allows us to continue working together as life changes and as you have questions.
Schedule a complimentary call today!
Additional Information
I have been fortunate throughout most of my career that my focus has been on building comprehensive financial plans for families. When I started, I worked for a fee-based advisory firm in New Hampshire but noticed a lack of fee-only planners in the area. Because I strongly believe in being a fiduciary, I left my job, with no clients, to launch Solari Financial Planning. It wasn’t long after that my wife, Tracy, and I learned that we were expecting our first baby.
It took working another job from 4-8 a.m. and good financial planning and investment decisions to pay off. I look back and wouldn’t change a thing. Today, I work with mid-career professionals and high-income earners who want to grow their wealth and prepare for retirement. I use the lessons I learned growing my practice, my passion, and my ability to recognize value to help my clients build secure financial futures.
Along with my CFP® designation, I also hold a master’s degree in finance. I volunteer with the National Association of Personal Financial Advisors (NAPFA) and am a founding member of the XY Planning Network.
NAPFA Start Date
May 28, 2013
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.