Integrity. Insight. Expertise.

Holistic Financial Planning for Affluent Families and Successful Businesses

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Understanding the Unknown

At Solomon Bass Financial, our goal is to give you a straightforward and holistic perspective about your future, because we know that when you identify uncertainties and concerns in their broader context, you have the power to discover the right solutions. If you’re concerned about retaining top talent in your business, we’ll help you establish an executive benefit plan that supports your long-term goals. If you’re wondering whether your business will sustain your family in retirement, we’ll outline the exact steps to help you get there. Through this process, we'll help you gain an in-depth understanding that allows you to see clearly and take confident action with your finances. We’re here to provide honest and comprehensive insight so that no matter how complex your world may be, you can trust that everything is working together for a common purpose.

How We Help

Success doesn’t always make your life easier. Sometimes, the wealthier you are, the more difficult it is to maintain a sense of balance in your financial world. The more your wealth or your business grows, the harder you have to work to keep everything in line. That’s why you need an expert who cares just as much as you do to bring clarity and balance to your financial world, so that you can have confidence that your finances are working in harmony.

Meet Our Team

Our Expertise

Our clients come to us for a variety of financial solutions, from business planning to retirement planning. Whether you have a specific need or you’re looking for help organizing your entire financial picture, we’re here to help.

Our Holistic Process

We follow a proven process to help our clients gain clarity on their goals, understand their options, and chart a path forward. We’ll be by your side every step of the way to help make sure you stay on track and live the life you’ve always wanted to without the burden of financial worry.


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