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Why Jeffery L. Solinsky Wealth Management?

We have adopted and refined a concept that we call the "Four Cornerstones of a Financial Planning as a clear and concise means of addressing all of the aspects of financial planning for businesses and individuals. Jeffery L. Solinsky Wealth Management is dedicated to staying on the forefront of providing for your insurance, financial, and employee benefits needs. 

OUR SERVICES

HOLISTIC FINANCIAL PLANNING AND MONITORING

  • Fee-based financial planning
  • Hourly consulting
  • Philanthropic planning
  • Estate planning 
  • Tax planning services
  • Retirement planning
  • Business planning
  • Special legislative alerts

RETIREMENT PLAN CONSULTATION AND ADMINISTRATIVE SUPPORT

  • Plan design and compliance assistance
  • Plan administration support services
  • Assistance in correcting non-compliant plans
  • Communication and education

INDIVIDUAL RETIREMENT ACCOUNTS

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Traditional to Roth IRA conversions

COLLEGE EDUCATION FUNDING

  • 529 Plan
  • UGMA
  • UTMA

ANNUITIES

  • Variable annuities
  • Fixed annuities
  • Indexed annuities
  • Immediate annuities

LIFE INSURANCE

  • Term life
  • Whole life
  • Single premium whole life
  • Universal life
  • Variable universal life

Long-Term Care