PROOF OVER PROMISES

See how our strategic financial planning has transformed lives and legacies — across generations, professions, and income levels.

Got Questions? Call +1.917.809.2048

REAL CLIENTS. REAL IMPACT.

You have followed all the advice, read all the books, yet you can’t seem to shake the feeling that something’s still missing...

Investing your time and money in business coaching that falls flat is frustrating, and wastes time. The ugly truth is that most coaches are cheerleaders with good intent, but lack the framework that delivers results.


This can be fixed!

HOW WE CAN HELP?

Mission 529 College

Client Type: Dual-Income Family, Late 40s


Challenge:
Disorganized finances, no life insurance, and growing concern over college costs.

The Solid Stone Strategy:

  • Conducted a holistic financial review

  • Implemented an Indexed Universal Life policy

  • Opened and funded a 529 College Savings Plan

The Result:

  • Family income protected

  • $120K saved for college in 8 years

  • Peace of mind and a clear financial roadmap

Operation: Protect the Boss

Client Type: Black-Owned Startup

Challenge:
Unpredictable revenue, no business succession plan, lack of investor confidence.

The Solid Stone Strategy:

  • Structured Key Person Insurance

  • Drafted a Buy-Sell Agreement

  • Added Disability Income Protection for leadership

The Result:

  • Secured investor buy-in

  • Protected founder equity

  • Business scaled to 6-figure revenue

Retirement Cushion

Client Type: Single Mom, Educator


Challenge:
Overwhelmed by debt, no savings, zero retirement planning.

The Solid Stone Strategy:

  • Built a Debt Elimination Plan

  • Introduced Roth IRA and Emergency Savings System

  • Provided monthly budget coaching

The Result:

  • Paid off $22K in debt in 18 months

  • $15K in emergency reserves

  • On track to retire with dignity

THINK YOU'RE FINANCIALLY PREPARED?

Most people do — until reality hits.


Our Playbook cuts through the noise and gives you a true look at where you stand.


You'll learn exactly how to safeguard your income, protect your legacy, and strengthen your financial foundation — with practical steps you can start today.

Ready to move from uncertainty to unshakable confidence?


Download the Playbook today and take control of your tomorrow.

REAL CLIENTS. REAL RESULTS

From Stress to Strategy

"As a single mother, financial planning always felt overwhelming. Solid Stone Group broke everything down clearly and gave me a real strategy. Today, I have life insurance, a college savings plan, and the confidence that my daughter’s future is secure."


Alicia W., Teacher

Protecting the Business and the Family

"Owning a small business is stressful enough. Solid Stone helped me set up key person insurance, a retirement plan, and a succession strategy — all without the jargon. Now I can grow my business knowing my family and my company are both protected."


Marcus T., Entrepreneur

Building Generational Wealth

"I always heard about ‘generational wealth’ but didn’t know how to actually build it. Solid Stone showed me exactly how to use smart insurance and investment strategies to create a foundation for my kids — and my grandkids. Best decision I ever made."


Tabitha M., Corporate Executive

WHAT OTHERS ARE SAYING

"Working with The Solid Stone Group gave me peace of mind I didn’t know I was missing. They took the time to explain everything, designed a plan just for my family, and made sure we understood every step. I finally feel like my financial future is in my hands — and it feels good."

Ida S. Santos

Delightful Music

"Before Solid Stone, I was overwhelmed trying to figure out how to protect my business and my family. Now I have a clear plan, real protection, and a partner I can trust. Their team truly listens and delivers results without the pressure or confusion."

Sheila M. Wright

Picture Perfect Photography

Got Questions? Call +1 917.809.2048

WHY WORK WITH THE SOLID STONE GROUP?

Because in today’s world, generic financial advice is a liability. At The Solid Stone Group, we offer real strategy — personalized, intentional, and rooted in results. Our mission is to help clients move from surviving to thriving by protecting what they’ve built and positioning them to build more.

We specialize in working with families, professionals, and business owners who are serious about creating long-term security and wealth. Whether you're starting with your first policy or restructuring complex financial plans, we bring clarity, confidence, and structure to your journey.

What makes us different? We take the time to understand your story. Then we apply proven financial strategies — from tax-advantaged insurance plans to wealth protection and succession solutions — tailored for your unique goals.

We’re not here to sell you something. We’re here to build with you.

When you work with The Solid Stone Group, you’re not just planning for today — you’re securing tomorrow. For yourself. For your family. For generations.

Got Questions? Book a Free Call


THE PLAYBOOK

More than just entertaining, real-world lessons in life and business.

The Millionaire Cash Flow Playbook isn’t here to motivate you — it’s here to change your bank account. Inside, you’ll get the exact plays, systems, and cash flow strategies that real entrepreneurs use to stack assets and scale real wealth.

No hype. No sugar-coating. Just the hard truth about how money moves — and how you can make it move for you. This is the blueprint the wealthy follow behind closed doors. Now it’s yours.
Use it, or stay stuck. Your choice.

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