Joseph Solomon Financial Group is a fully comprehensive financial services company and has provided tax preparation, tax planning and business consultation for individuals, partnerships, corporations and fiduciary estates nationwide for over 25 years.
In a rapidly changing economic climate it becomes critical that one evaluates the impact of inflation, world markets, economic cycles, socioeconomic changes and new tax laws. We consider additional factors such as your tax brackets, risk tolerance, time horizon and personal and family issues.
Most Americans work about 18 weeks a year for the US government, and the remaining 34 weeks for themselves. The return that really matters is what you have left after paying your taxes on April 15! We design strategies to reduce client taxes!
We start our work by analyzing a client's needs through our Financial Fitness Exam. A client’s financial situation is like a picture puzzle. We teach you to understand the pieces to this puzzle and help put this puzzle together so that your financial picture becomes clearer. In this way you find out how you are financially positioned and where the pieces fit together in order for you to pursue your dreams and goals.
There are four objectives we try to accomplish for our clients: We show them ways to help
create, accumulate and conserve financial assets
manage and minimize taxes
protect their assets from probate, creditors, nursing home costs & Medi-Cal seizures
pass assets on safely and privately to their beneficiaries, charities, temples & church
In the past Joseph has hosted the popular weekly radio show “Senior Focus” and "Generations on the Go" on KRLA 870 AM. He also wrote a monthly column for the Glendale News Press, a Los Angeles Times paper.
Through the years Joseph has put on a variety of financial workshops for clients. He is hands on with helping his client's manage their financial future. Joseph never forgets that he works for the client, and he believes in earning his client’s business by putting their interest first with uncompromising ethics and quality service.
We consider creating and accumulating financial assets and estate planning a time to touch the soul and reveal your values and virtues to each successive generation.
"Man wants to know that his life has somehow counted, if not for himself then at least in the larger scheme of things that it has left a trace, a trace that has meaning. And in order for anything once alive to have meaning, its effects must remain alive in eternity some way.” Ernest Becker