About Us
Planning Futures
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Investment advice
- Retirement planning
- Education funding
- Estate planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Marc Solmen
Marc began his finance career in April 1987 at Ruman Limited Partners. In November of 1992, he left RLP and started his sales career as an agent with S&H Ltd.
Deborah Cook
Deborah began her finance career in April 1997 at Edward Jones. In November of 1992, she left Edward Jones and started her sales career as an agent with Raymond James.
Amy Holbert
Amy began her finance career in September 2010 at Gage Ltd. In March of 2016, Amy left Gage and started her sales career as an agent with Salenger Financial.