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Investor Solutions is an independent fee only registered investment advisor based in Miami, Florida serving individuals, families, trusts, not for profits and corporate pension plans. Financial Advice & Wealth Management for Over 20 Years.

who we serve
Individuals & Families Individuals & Families
Corporate Retirement Plan Sponsors Corporate Retirement Plan Sponsors
Nonprofit Organizations Nonprofit Organizations
what we do
Discovering Your Needs Discovering Your Needs
Portfolio Design Portfolio Design
Investment Strategy Investment Strategy
Portfolio Maintenance Portfolio Maintenance
our articles

Reviewing Your Estate Plan

By: Investor Solutions

Estate Planning Considerations: By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are....

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our blog

Pitfalls of the 401(k) Rollover

May 23 - 2016

American workers that retire or change jobs have been systematically cheated for decades by unscrupulous salesmen posing as Advisors for pension plans. With a tsunami of retirees and an increasingly mobile work force an entire industry is poised to capture pension rollovers. ...

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