At Solera, we specialize in helping Families, Career Professionals, Business Owners, Retirees, and High Net Worth Individuals plan their ideal retirement. We offer a holistic approach to financial planning while acknowledging that making financial decisions requires collaboration and open communication.
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Our approach revolves around the belief that true wealth comes from freedom. The solution to building wealth successfully is not from a financial product, a rate of return, a single strategy, or a financial plan. It comes from a complete economic process. And that begins with understanding Solera’s Blended Process.
At Solera, we put the needs of our clients and their goals first. Our team works together to provide you with strategies and solutions that combine all facets of your retirement life. Moreover, we believe in educating our clients. We offer a range of educational resources, which can be found right here on our site. We also post a routine blog article to our website and offer complimentary educational guides on a variety of financial topics. And finally, you can stay up to date with financial news and gain access to our newest blogs and guides by signing up for our eNewsletter!
Our mission is to grow and protect your investments for a lifetime and beyond.
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Solera Asset Management & Insurance is a trade name and logo that is used for marketing purposes, and may appear on marketing materials or client statements. Clients should understand that Solera Asset Management & Insurance is a separate legal entity. Sowell Management and Solera Asset Management & Insurance are independently owned and operated. Solera Asset Management & Insurance advisory services are provided through Sowell Management, a registered investment adviser.
This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Solera Asset Management & Insurance does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Solera Asset Management & Insurance does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Solera Asset Management & Insurance (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
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