menu › Investor Solutions | Good Move | Call Now: 1.800.508.8500 | Your goals. Your needs. Our mission
phone 1.800.508.8500
life. well played.
Sound investment policies lead to great retirement plans. Call toll free now: 1.800.508.8500

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
Investor Tax Services Investor tax services
Portfolio Design Portfolio Design
Investment Strategy Investment Strategy
Portfolio Maintenance Portfolio Maintenance
our articles

Retire Early With No IRS Penalties

By: Frank Armstrong

So you want to retire early? Good for you. But, even if you have enough total funds to comfortably support yourself, some retirement plan assets may be locked away or awkward to access. But if you need them to support your life style here’s how to unlock them without penalty. By now, almost everyone is aware of the 10% penalty...

read more view all articles

our blog

Investor Solutions Supports Marshall Islands Red Cross

July 11 - 2018

Investor Solutions has had a long relationship with the people and institutions of the Marshall Islands, a sovereign nation in the middle of the Pacific. So we jumped on a chance to give back by sponsoring a much needed event for their new Red Cross organization. Our sponsorship covers First Aid Training for 100 Marshallese youth and provi...

PHONE CALLS “FROM THE IRS”

March 01 - 2018

As we crank up for tax season, we remind our clients and friends to be on the lookout for an array of evolving tax scams related to identity theft and refund fraud.  Every tax season I hear of past clients, friends, and colleagues receiving scary fake IRS calls.  Only a few months ago, I too received one of these calls. If you...

view all posts