What Does Solid Wealth Advisors Have To Offer?

Solid Wealth Advisors, LLC offers a variety of unique services, tools and value:

 

Transparency: Any and all fees are fully disclosed. Our clients don’t have to worry about paying hidden fees or fees they don’t understand with managed money portfolios. We also provide account transparency with one simple tool. Blueleaf technology gives our clients the ability to view all of their accounts in one place anytime they like, anywhere they are (no need to remember multiple passwords and logins to view accounts at different places).

 
Accountability: Our clients don’t have to wait 3 months to receive a difficult to read quarterly report on the performance of their accounts. We provide simple and easy to read 2 page weekly reports to our clients through BlueLeaf reporting. The reports provide the account balance and any gain or loss in the account each week. We also provide notifications of each time the managed account reaches a new account high through AssetLock™… all for free!

 
Smarter Way to Invest: Solid Wealth Advisors, LLC provides access to customized asset allocations to best achieve our clients’ unique goals and personalities. We believe in the merits of tactical, ongoing asset management using a scientific formula to help avoid hyperactivity and costly mistakes.

 
Safety: We specialize in methodically growing and protecting our clients’ hard-earned money from market declines. As an exclusive provider of AssetLock™, we are able to effectively monitor each of our client’s assets daily and in the case of another market crash. AssetLock™ has the ability to notify our clients if they are close to reaching their predetermined market exit point. This uniquely helps our clients avoid suffering through another devastating loss to their retirement assets.
Solid Wealth Advisors, LLC has access to the insurance industry’s top tools that can help protect assets from experiencing any loss from market declines, helping our clients protect their retirement assets and income.

 
Holistic Planning: At Solid Wealth Advisors LLC, we utilize top global tools and strategies to produce a plan that builds strength and synergy. For our team, retirement planning is a process, not a transaction, and we address each aspect of planning individually.
We build and protect your wealth, creating worry-free income, and passing what you wish to your beneficiaries as tax efficiently as possible.
We hold ourselves to a client-first, fiduciary standard, ensuring our clients’ interests and benefits supersede any affiliation with our providers. Our independence is integral to the excellence we strive for while creating the retirement you deserve.

We work to make the entirety of your plan fundamentally stronger.

A solid local resource providing solid global tools.

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Matt Jackson and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors.