Welcome to Solomon Financial Group, Inc.
Solomon Financial Group has been serving Pre-Retirees and Retirees as a premier financial planning group for the Central Washington area, from Omak, to Yakima Valley to Leavenworth, for over fifteen years. We have continually developed our business by reaching out to our community – while nurturing and maintaining close, trusting relationships with each of our clients.
Far too often, we see people 60+ years old who have lost 40% or more in their accounts, usually because they were in a portfolio designed for someone half their age. More than anything else, Solomon Financial Group was founded on the principle that the vast majority of retirees have very unique needs, goals, and concerns, and that they require and deserve specially tailored advice.
Our holistic approach to retirement planning can give you the security and flexibility you need to structure your portfolio safely and effectively – in today’s economy, and in tomorrow’s as well.
The Right Direction
This is an important time in your life. You may be asking: Will I outlive my income? What impact will the economy and stock market have on my retirement accounts? What could future tax increases do to my standard of living? What happens if I (or my parents) need long term care? What happens if social security isn’t an option for us in the future?
You have worked hard your whole life and want to be a good steward of your blessings. We at Solomon Financial Group understand the delicacy and importance of these significant decisions. The breadth of our experience gives us a unique perspective, and we have unique strategies that have proven themselves successful in these turbulent times. We come by our knowledge and experience the same way you’ve most likely come by your wealth… the old fashioned way. We, like you, have earned it.
Join us. Together we can find the direction for you… the right direction.
A comprehensive Approach
Solomon Financial Group’s comprehensive approach can help give you the security and flexibility you need to develop your entire financial portfolio effectively—even in today’s economy—by providing:
- Predictable, stable income planning
- Guaranteed* financial products—resistant to excess market losses
- Tax-advantaged planning—allowing you to keep more and the government to receive less of your hard-earned assets
At Solomon Financial Group, our team of specialists will meet and work closely with you to evaluate your current financial health, set your retirement goals, strategize on how we can assist you in achieving your goals and walk you through every step of the implementation process.
To schedule a time to discuss your retirement future, contact us at firstname.lastname@example.org or call us toll-free at (866) 338-1805.
*Insurance and annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Solomon Financial Group and JWCA are unaffiliated entities.