Our Story

At Solyman & Associates - What Do We Do?

  • We Educate families and business owners on the basic concepts of money including accumulation and taxation.
  • We Conduct a detailed financial evaluation for clients’ financial circumstances and concerns to match them with appropriate products to fit their needs.
  • Knowing your Financial Profile can help you decide the next steps on your wealth journey.
We always maintain friendly and professional customer interactions

At Solyman & Associates - How Are We Making an Impact?

Through our professionals and partners, our firm provides you with all your personal and business financial planning, including:

  • Retirement Income Planning.
  • Business Review Packages (Retirement Income Plans, Tax Services, Commercial/workers compensation insurance, Health Insurance & Business Lending).
  • Customized Life Insurance Plans.

THREE HALLMARKS OF OUR SYSTEM

Fiduciary

Finding a trusted financial services professional is an important element of your retirement strategy. Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you by offering strategies that serve your best interest and act with transparency.

Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. Not only does this allow us to track the evolution of your strategy and make necessary adjustments along the way, but you can always see that we’re acting in your best interest. Our commitment to transparency is visible through a strong foundation of technology.

Technology

We feel the retirement challenges you face today are more complex than those faced by previous generations, but technology can help make managing and organizing your retirement easier. Our office utilizes Generational Vault®, an online portal accessible through our website. It contains tools to help make decisions appropriate for you. It also serves as the vehicle to document and record decisions made, ensuring transparency.

John Solyman CRPC®

Our Founder’s Statement

As many have before me, when I entered the medical profession, I made a commitment to live my life in the service of humanity. I listened to my patients, helped identify the root cause of their illnesses and worked on a holistic plan to put them on the path to an abundance of health.

I have received no greater reward over the course of my career than to play a part in an often dramatic change in the quality of my patients’ lives. What I’ve done for many years for my patients I now do for my clients.

As a physician, I experienced firsthand the impact financial challenges had on my patients’ health.

Today, I give my clients the same attention my patients enjoyed. I don’t want to just talk about your financial situation, I want to talk about your hopes and your dreams. I want to understand where you’ve come from, what your values are, where you are headed and how I can help you get there. Based on the principles of vision, faith, and morals, I have committed myself to the following financial creed:

  • I will not dictate to you, I will listen to you.
  • I will not hide information from you, I will educate you.
  • I will not sell to you, I will consult with you.
  • I will not advise you based on my financial gain, I will advise you based on your individual situation and needs.

Today, I live by this creed and remain committed to being in the service of humanity.