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Julian H

ChFC®, Series 63

Cumming, GA

Solomon Investments & Financial Planning, LLC

Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Divorce financial planning
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Trent S

Series 63, Series 65

Macon, GA

Solomon Investments & Financial Planning, LLC

Trent Solomon is a financial advisor with Solomon Investments & Financial Planning, LLC in Macon, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Calton & Associates, Dominion Investor Services, and Cambridge Investment Research. Outside of his advisory work, Solomon is a co-founder of Joshua's Wish, a nonprofit organization that supports pediatric cancer research and assists families during Christmas. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm also offers educational seminars and workshops at no charge and delivers both retail asset allocation and formal ERISA plan consulting services.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Divorce financial planning
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