Jason Soloman was born in Detroit and raised in Traverse City, Michigan. He attended Western Michigan University, earning his Bachelor of Business Administration in August of 2003. A few months after earning his degree, Jason moved south to sunny Charlotte, North Carolina. Jason, his wife Jessica, and their five children call Huntersville home and spend their summers with family in Northern Michigan. When he's not at the office, you will find Jason watching or coaching youth hockey & soccer.
Jason’s journey as a financial advisor began in 2001, while working towards his degree, when he accepted a position with New York Life. While working within large firms, Jason became increasingly frustrated with the limited choices available to his clients. Out of this frustration, Tactical Investment Advisors, LLC was born. Since then, his industry knowledge has grown exponentially with experiences that include creating and managing a hedge fund (the T.I.A. Fusion Fund, LP), mentoring and training other financial advisors, and navigating clients through three of the biggest financial bubbles in market history.
Jason and his team help business brokers land new listings by introducing and when appropriate implementing tax strategies that eliminate capital gains from the sale. This same strategy also creates a lifetime income stream and tax efficiently passes wealth to the next generation.
Categories: Financial Services, Insurance