Loans, insurance, payments, investments, protection and debt relief, all guided under one roof.
Credit Solstice Plan is a financial services house built on plain talk and careful planning. We help households and business owners borrow wisely, protect what matters, move money securely and grow it with purpose.
Every plan begins with a conversation. We listen, map the numbers, and design a path that fits your life, not a template.
Discover moreChoose a service line to explore. Every option leads to a direct conversation with a specialist.
Share your goals in a free, no-pressure conversation.
We study your finances and compare suitable options.
You receive a clear plan with transparent terms.
Ongoing check-ins keep your plan on track.
A practical look at how rate shifts change monthly budgets and loan choices.
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Five checks that keep your policies aligned with life changes.
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Understand trade-offs before you commit to a repayment path.
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Monthly notes on rates, protection, payments and smart saving. Short, useful and free to unsubscribe at any time.
They explained every line of my mortgage and found a rate far better than my bank offered. I closed on my first home in Austin, Texas without stress.Jennifer CarterHomeowner, Austin, Texas, USA
Our family needed health and life coverage fast. The team compared providers and had us protected within a week. Clear, honest advice.Michael ThompsonSmall Business Owner, Chicago, Illinois, USA
Debt consolidation changed my life. One payment, lower interest, and a plan I could actually follow. I wish I had called sooner.Sarah MitchellTeacher, Denver, Colorado, USA
Their payment gateway setup helped my shop accept cards online in days. Support has been responsive ever since.David AndersonRetail Owner, Seattle, Washington, USA
Founded on the belief that financial guidance should be clear, fair and personal, Credit Solstice Plan has grown into a full-service partner for individuals, families and businesses.
Our advisors work across lending, protection, payments and wealth, so your decisions fit together rather than compete.
Robert HayesChief Executive
Emily BrooksHead of Lending
Daniel ReedInvestment Advisor
Laura BennettClient RelationsNY, New York City,
136 Madison Avenue,
New York, 10016
Monday to Friday, 9:00 AM to 6:00 PM
Effective January 1, 2026
Credit Solstice Plan ("we", "us") respects your privacy. This policy explains how we collect, use, share and protect personal and financial information when you use our website and services.
We do not sell personal information. We may share it with lenders, insurers, payment processors and service providers acting on our behalf, with credit reporting agencies where permitted, and with regulators or law enforcement when required. Sharing practices follow the Gramm-Leach-Bliley Act and applicable state laws.
Where you authorize it, we may request consumer reports in accordance with the Fair Credit Reporting Act. You may dispute inaccurate information with the reporting agency.
Depending on your state, including California under the CCPA/CPRA, you may request access to, correction of, or deletion of your personal information, and opt out of certain sharing. Email info@creditsolsticeplan.info to submit a request. You may unsubscribe from marketing emails at any time.
We use encryption, access controls and secure storage designed to protect your information. No system is completely secure, but we work continuously to safeguard your data.
We use cookies to remember preferences and analyze traffic. You can control cookies through your browser settings.
Our services are not directed to individuals under 18, and we do not knowingly collect their information.
We may update this policy and will post the revised date here.
Credit Solstice Plan, 136 Madison Avenue, New York, NY 10016. Email: info@creditsolsticeplan.info
Effective January 1, 2026
By accessing this website or using services from Credit Solstice Plan, you agree to these Terms and Conditions. If you do not agree, please do not use the site.
We provide information, referral and advisory support relating to loans, insurance, digital payments, investments, home warranty plans and debt relief. We are not a bank, and certain products are issued by independent third-party lenders, insurers and providers.
Submitting an inquiry does not guarantee approval, specific rates, terms or coverage. Offers are subject to credit review, underwriting, verification and provider policies.
Content on this site, including the loan estimator, is for general information only and does not replace personalized professional advice. Estimates are illustrative and exclude taxes, insurance, fees and other costs.
Investments, including mutual funds, gold, equities and digital currency, involve risk including possible loss of principal. Past performance does not guarantee future results. Digital currency is volatile and may be unregulated.
Debt settlement and consolidation may affect your credit, may involve fees permitted by law, and results vary. We do not promise elimination of debt. Bankruptcy guidance is informational; consult a licensed attorney for legal advice.
Coverage is governed by the policy or service contract issued by the provider, including its exclusions, limits and deductibles. Home warranty plans are not insurance and may not cover pre-existing conditions.
You agree to provide accurate information, to use the site lawfully, and not to attempt unauthorized access or interfere with its operation.
By contacting us you consent to receive communications by email, phone or text regarding your inquiry, consistent with the Telephone Consumer Protection Act. You may opt out at any time.
All content, logos and designs are owned by Credit Solstice Plan or its licensors and may not be copied without permission.
To the fullest extent permitted by law, we are not liable for indirect, incidental or consequential damages arising from use of this site or reliance on its content.
These terms are governed by the laws of the State of New York. Disputes will be resolved in the courts located in New York County, New York.
Credit Solstice Plan, 136 Madison Avenue, New York, NY 10016. Email: info@creditsolsticeplan.info
