Solari Financial Planning, LLC

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Michael Solari (CFP®, MS)

Michael Solari focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I specialize in working with clients who are:

  • High earners, not rich yet
  • Retired baby boomers or soon-to-be retirees who want to stay ahead of the game
  • Tech-savvy mid-career professionals
  • Physicians & engineers

I've always had an affinity for finding the true value in something. As a kid, it was my baseball card collection. As I got older, it was in my ability to save and earn money. Today, that commitment to value is a cornerstone of my own fee-only practice.

Now I'm a husband and father of two, and I continue to grow my practice and help other families reach their financial goals.

I offer financial planning, investment management, and one time plans all at a flat rate. I do not have an asset minimum to be able to work together, but instead offer a structure that allows us to continue working together as life changes and as you have questions.

Schedule a complimentary call today!

Additional Information

I have been fortunate throughout most of my career that my focus has been on building comprehensive financial plans for families. When I started, I worked for a fee-based advisory firm in New Hampshire but noticed a lack of fee-only planners in the area. Because I strongly believe in being a fiduciary, I left my job, with no clients, to launch Solari Financial Planning. It wasn’t long after that my wife, Tracy, and I learned that we were expecting our first baby.

It took working another job from 4-8 a.m. and good financial planning and investment decisions to pay off. I look back and wouldn’t change a thing. Today, I work with mid-career professionals and high-income earners who want to grow their wealth and prepare for retirement. I use the lessons I learned growing my practice, my passion, and my ability to recognize value to help my clients build secure financial futures.

Along with my CFP® designation, I also hold a master’s degree in finance. I volunteer with the National Association of Personal Financial Advisors (NAPFA) and am a founding member of the XY Planning Network.

NAPFA Start Date

May 28, 2013

Industry Start Date

June 01, 2009

Solari Financial Planning, LLC

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This Office

3 Executive Park Dr Bedford, NH 03110-6918 Phone: (603) 471-3088 Fax: (603) 367-3413

Other Offices

10 Post Office Sq 8th Floor Boston, MA 02109-4603 Phone: (603) 471-3088
20 Trafalgar Sq Nashua, NH 03063-1985 Phone: (603) 471-3088