About Solutions

OVERVIEW | Associate Biographies

$olution$ Insurance and Financial Services is a licensed insurance "broker" in California and Arizona. $olution$ also has licensed "registered representatives" of NEXT Financial Group, Inc., a full service broker-dealer, for the sale of investment products. Through $olution$ Insurance and NEXT Financial Group, Inc., our brokers provide the following financial products and services.

Health & Dental Insurance Mutual Funds*

Life Insurance Variable Annuities*

Disability Insurance Individual Stocks & Bonds*

Long Term Care Insurance Retirement Planning

Estate Planning College Savings Plans

$olution$ Insurance does not directly offer auto, homeowners, commercial, liability, or workers comp insurance, but has relationships with quality agents on a referral basis.

We have the experience, tools, skills, and discipline to help design an insurance or investment plan suited to your specific needs. Whether you're an individual, couple, family, or you own a business, we can help you shop for the finest financial products available. We help "balance" your financial world. We will educate you. We look for the "gaps & overlaps" in your financial and insurance portfolio.

We have "strategic alliances" with other professionals like accountants and lawyers who help us provide complete financial support. As "brokers", you are our client, not any single insurance company or investment advisor. We use "time tested" products offered by financially strong companies. We take the time to compare your options for insurance or investments with their peers. We do the financial analysis you would do yourself if you had the time and knew where to look.
If you're concerned with...
…the high cost of medical care,
…retiring comfortably,
…paying too much in taxes,
…your family's financial needs at death,
…insufficient college savings,
…your loss of income due to an accident,
…the high cost of employee benefits,
…possible estate taxes,
…or…how long term care may affect your savings…
...$olution$ can help!
Finally, our customer service is second to none. Once you become our client, we ask you to call us, not an insurance or investment company. We don't expect you to "self service" your policy or investment plan. We'll be your sounding board for questions. We'll make your problems ours… and then fix them!

Thank you for visiting our web site. Please go to our Request Information section and let us know how we can help you, your family, and/or your business.

*Securities offered through registered representatives of NEXT Financial Group, Inc. Member NASD and SIPC. $olution$ and NEXT Financial Group, Inc. are not affiliated.

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Securities offered through NEXT Financial Group, Inc. MemberFINRA/SIPC
www.finra.org • www.sipc.com

Solutions
Insurance & Financial Services
5825 Old Wheeler Road, La Verne, CA 91750
(909) 596-8100

Solutions Insurance & Financial Services is not an affiliate of NEXT Financial Group, Inc.

To view NEXT Financial Group’s privacy policy and other important information, visit the “Clients” section of www.nextfinancial.com.