Michael Solari, CFP® Solari Financial Planning
- 3 Executive Park Drive, Suite 9, Bedford, NH 03110
- (603) 471-3088
- Zvpunry@FbynevSvanapvny.pbz
- http://www.SolariFinancial.com
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.
Recently Published
What the Secure Act 2.0 Means for You
January 31, 2023Now that the new Secure Act 2.0 has been passed, there are several new changes that could impact you and your finances. Fortunately, some of those changes might help you boost retirement savings and maximize certain investments. Here are some key points of the law, and what they might mean for you: Secure Act 2.0: […]
The post What the Secure Act 2.0 Means for You appeared first on Solari Financial Planning.
2022 Review and New Year Outlook
December 30, 20222022 is nearly over, and as far as the economy goes, it has been a struggle. This year was characterized by record high inflation and interest rates, with major stock market swings along the way. Here’s a look back at the main money stories of the year, plus a look at what 2023 might bring. […]
The post 2022 Review and New Year Outlook appeared first on Solari Financial Planning.
Financial Prep for the New Year
December 8, 20222022 is wrapping up, and it’s been an interesting year for the markets and the economy. Between several interest rate increases, high inflation and market turbulence, many Americans are coming out of this year feeling stressed. Unfortunately, the outlook for 2023 is also a bit rocky, and key indicators point to a recession sometime in […]
The post Financial Prep for the New Year appeared first on Solari Financial Planning.
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.
