We serve clients across the country through our offices in Nashville, TN, and Sarasota, FL. In addition to portfolio management, our team of Certified Financial Planner™ professionals provide counsel on estate, tax and longevity planning.
Joel S. Salomon, CFA, FSA | Master Prosperity Coach
Joel Salomon is a prosperity coach who helps others overcome obstacles standing in the way of their financial freedom. In 2021, Joel published Personal Money Management bestseller, Infinite Love and Money with Mollie Singh. In 2019, Joel published The 9 Money Rules Millionaires Use: Only The Unconventional Ones, which was a bestseller in both self-help and personal finance. In 2018, he published Mindful Money Management: Memoirs of a Hedge Fund Manager, which also was a bestseller.
Joel is an award-winning TEDx speaker and frequent podcast guest. He has led over 20 workshops teaching the concepts of how to overcome limiting beliefs. He has spoken at numerous Rotary and Lions’ Clubs in the New York Metropolitan area and at Mercy College’s MBA program, as well as at Mike Dooley’s Infinite Possibilities Training Conference in New Orleans in March 2018 and again in 2021.
He appeared on TV with CEO Money and Between the Covers. He has also been a guest on more than 50 podcasts including TalkRadio NYC, Westchester Talk Radio, VoiceAmerica, Redesigning Your Life with Sabrina Soto, Going Solo, Smashing The Plateau, The Matter of The Heart, Every Day is a New Day Show, Thrive Loud, the Award-Winning Nice Guys Podcast, The Financial Survival Network, and Think, Believe, Manifest. Joel has also been quoted in the Wall Street Journal, Newsday, U.S. News and World Report, and interviewed in Forbes and on Bloomberg Radio.
In 2012, he achieved a decades-long dream with the launch of his own hedge fund, SaLaurMor Capital (named after his two daughters, Lauren and Morgan). Salomon’s financial experience includes managing a $700 million long/short equity and credit portfolio for Citi. Salomon generated positive returns every full year during his time at Citi, including 2008, when the market suffered 40 percent losses and financial stocks—the only ones he was managing—collapsed 57%.
Salomon has been a Chartered Financial Analyst since 1995. In 1992, he was named a Fellow of the Society of Actuaries. He is also an Advanced Communicator Gold Toastmaster and a Certified Infinite Possibilities Trainer & Trailblazer.
When not helping others achieve their financial dreams, Salomon enjoys table tennis, bowling, and skiing. He is also an avid traveler and has visited almost fifty countries and five continents.
NFN’s Business Planning Group focuses on the unique needs of a business owner in all stages of their business from start-up to succession. There are many unique concepts which can help business owners protect their personal and business assets while mitigating tax exposure.
Robert DePalo Jr. JD CExP, Director of Business Planning, National Financial Network
Some of those concepts include but are not limited to:
• Management Team Review & Analysis
• Employee Compensation Review and Analysis
• Review of Business Assets and Liabilities
• Buy / Sell Agreement / Funding –Creation and/or Review
• Key Person Planning Strategies—Protection & Incentive
• Retirement Planning Strategies–401k, SERP, Deferred Compensation, Annuities, etc.
• A Living Will for Your Business (Business Continuation Instructions)
• Exit Strategies –Transfer to Family/Partner(s), Insider Sale, Third Party Sale, ESOP, Liquidation
• Stay Bonus Plan
• Corporate Education for Employees
• Personal Planning Strategies for Business Owners —Wealth Management, Asset Protection, Estate Planning
Garden City, NY
People who are willing to live their dreams and not willing to buy into negativity! People who believe that relationships built on trust with an expert opens opportunities to greater potential wealth and stability now… through legacy.
People who believe
• If you want something, go get it!
• If you don’t want it, leave it alone!
• If you don’t want to work for it, stop complaining!
• People who want to win!!
People who expect 110% from those around them!
Myself, strategic partners and my team of specialists from my Operations area, work from where you are at with your needs, wants and dreams in the forefront of your portfolio design and decision making. I’m not afraid to talk about risk. Many advisors shy away so as not to scare you. What should scare you is NOT talking about it.
It is a pleasure to meet you here. Looking forward to speaking with you directly.