Friedman, Suvalle & Solomon, PC

THE KEY TO FINANCIAL SUCCESS
is a disciplined approach to your financial life. We encourage you to approach your personal finances with the same discipline you apply to your businesses. We work with you to establish financial goals and to implement actions that will assist you in reaching those goals.

We do this with a disciplined approach to budgeting, evaluation of your insurance needs, investing, and planning for your retirement.

EVALUATING GOALS AND MODIFYING ACTIVITIES

We translate your financial means into budgetary terms when necessary. We help you evaluate your goals and modify your day-to-day activities to reflect those goals. We can manage your day-to-day finances and can act under power of attorney for your convenience or in your absence.

"Our goal is to help you achieve proper diversification and an appropriate risk profile for your investments"

With respect to your insurance needs, we are able to understand and evaluate the types of coverage you have and identify additional or excess coverage. We can provide a life insurance needs analysis to insure that you are adequately covered.

We work closely with your financial managers and brokers, or we can match the size of your portfolio to an appropriate investment manager. Our goal is to help you achieve proper diversification and an appropriate risk profile for your investments. We will help you assess investment results to determine if your goals are being met.