About Michael
I specialize in working with clients who are: High earners, not rich yet; Retired baby boomers or soon-to-be retirees who want to stay ahead of the game; BAE Systems professionals; Physicians & engineers; Tech-savvy mid-career professionals. I offer financial planning, investment management, and one time plans all at a flat rate. I do not have an asset minimum to be able to work together.
Credentials & background
Designations
Licenses
Clients served
Registered in
Massachusetts, New Hampshire
Regulatory
The firm
Michael Solari, a fee-only CFP®. I offer ongoing financial planning, investment management, and one-time plans all at a flat rate. I do not have an asset minimum to be able to work together. I specialize in working with: High earners building wealth; Retired baby boomers or soon-to-be retirees; BAE Systems professionals; Physicians & engineers; Tech-savvy mid-career professionals.
3 Executive Park Dr, Bedford, NH 03110-6918