Solve for X Financial is a financial services brand focused on insurance and retirement planning. Its team of financial professionals works with clients to develop strategies tailored to their goals, values, and circumstances. The firm helps people navigate retirement planning and distribution, tax planning, risk management, insurance, and estate conservation. Its services include fixed indexed annuities, insurance services, and estate planning, alongside guidance on questions such as early retirement, college savings, and life insurance needs.

Education is a central part of the brand’s approach. Jeff Gaudette hosts the Solve for X podcast, sharing financial news and practical strategies for retirement savings, with a broader focus on living an abundant retirement that includes finance, family, friendship, fitness, and faith. Solve for X also offers monthly in-person workshops in the New England area, providing opportunities to learn about financial planning and market considerations. Clients and prospective participants can contact the team by phone or email for answers to financial questions and information about upcoming events.