Retirees

Analyzing retirement income is critical for retirees as retirees seek to enjoy. The benefits of the hard-earned years are understanding how to maximize. And protect that income that determines your level of comfort, stress, and freedom.  So our team provides a wide range of financial solutions to protect, increase, supplement, or replace your retirement income. We review things like estate planning and living trusts to make sure that your assets are defined in a legacy, but also address incapacitation, the leading cause of financial distress.

Whether it's life insurance or annuities, alternative investments, or liquidating a business, Solarus has a team and solutions to help you achieve your goals. We actively practice the Fiduciary roles and seek to provide the best possible solutions for our clients.

Our services include the following:

  • Retirement Income analysis/Cashflow planning
  • Debt elimination in retirement
  • Asset-based long-term care
  • Risk and Tax mitigation/diversification for retirement accounts
  • Guaranteed income for both lives
  • Life insurance needs/including joint
  • Legacy planning / Charitable Gift giving

  • Estate planning/trusts and wills
  • Qualified Account rollovers
  • Roth Conversions
  • Final Expense
  • Social Security replacement income
  • Medicare solutions
  • Private Funding from third parties not Solarus