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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.  

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

In today's world, teamwork doesn't just mean the people surrounding the team.  It also means the systems in place to make each team members work more valuable and efficient.  

Contact us today to learn more about how our team can add value to your financial life.


Jason Soloman

Managing Member

(980) 233-9770

In September of 2001 Jason began his financial services career while attending Western Michigan University. Since then, his industry experiences include managing all aspects of a hedge fund (T.I.A. Fusion Fund, LP), financial planning
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Cal Menzies

Income & Insurance Specialist


In the past 11 years Cal has worked with several large institutions including Bankers Life & Casualty Company and LPL and has also worked as an independent agent for Braeside Benefits. Cal specializes in Medicare, Long Term Care, Life,...
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