Michael Solari, CFP® Solari Financial Planning

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About Michael Solari, CFP®

Michael has nearly a decade of experience building comprehensive financial plans for families. Prior to starting Solari Financial, he worked with an independent firm focusing on high net worth individuals. Over time Michael began to carve out a niche working with physicians and engineers. In 2013, he established a fee-only financial planning firm, building it from scratch. From the beginning his focus has always been on those accumulating wealth.

Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base.

As a result, the demand for an alternative firm like this has grown. While he has offices in Bedford, Nashua NH, and Boston MA his firm also has the technology to reach his clients no matter where they are.

Michael’s experience and expertise has led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, The Boston Globe, InvestmentNews and US News & World Report.

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Recently Published

How do Midterm Elections Affect the Markets?

November 4, 2022

Midterm elections are fast approaching – how will the markets respond? Historically, the vast majority of midterm elections have led to a 6 month bump in market performance. Why? One theory is that investors have a renewed confidence in the economy after the new Congressional spending plans. With the promise of more money being spent […]

The post How do Midterm Elections Affect the Markets? appeared first on Solari Financial Planning.

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Q3 2022 Economic Update

October 28, 2022

As interest rates have continued to rise and inflation surges on, the U.S. is in a potentially precarious situation.  The U.S. economy shrank by 0.6 percent in the second quarter, which marked the second consecutive quarter that the economy shrank. And while the economy likely grew a bit in the third quarter of this year, […]

The post Q3 2022 Economic Update appeared first on Solari Financial Planning.

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Why You Might Want to Hold Off on Big Purchases This Year

October 17, 2022

Whether you’re in the market for a new house, a car, appliances or furniture, it’s a tricky time to buy.  Inflation is sitting at about 8.26 percent, which is still much higher than the 2 percent the Federal Reserve typically aims for. Inventory is still low across several industries. And there are some indicators that […]

The post Why You Might Want to Hold Off on Big Purchases This Year appeared first on Solari Financial Planning.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Engineering Professionals
  • Gen X
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $225+/mo + $1,000+ upfront
  • AUM: $300+/mo + $1,000+ upfront
  • Hourly: $1,500+

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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