Individual Services
At Soloway Advisory we offer a full range of Individual Advisory Solutions to help our clients implement tax-efficient strategies to help reach their goals.
Tax Planning & Tax Preparation
- Be Proactive, Not Reactive
Financial & Retirement Planning
- Take control of your financial destiny.
College Aid Planning
- Help your child find the right college, for the right reasons, at the right price.
Medicaid Planning
- Helping seniors and families learn more about their medicaid benefits.
Estate Planning
- Tailored solutions around your personal goals with a team based approach.
