Our Process

Once we’ve gone through the fact-finding process, we’ll find out what your goals and objectives are. Next, we’ll identify your risk tolerance. From there we can help execute the plan that will help to achieve your goals using the following products and services: 

  • Retirement strategies 
  • Estate conservation
  • Tax management
  • Investment management
  • Insurance and annuity products

The Income Difference™

A Six Step Income Distribution and Wealth Planning Process

Securities offered through Securities America, Inc., A Registered Broker/Dealer, Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor. Jerome Sullivan, Representative.  Solano Strategic Financial Advisors and Securities America are separate entities.

CA Insurance License#: 0668720

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