You may only have one shot at getting it right, and Solomon Financial Group is here to help.
When deciding what to do with your retirement finances, you are faced with many tough, important decisions. Your parents may have retired with a gold watch and pension plan, but your generation is much different. Today, people work with many more than one company in their lifetime.1 They have a 401(k) that they need to take possession of, but are unsure of what to do with. You may only have one shot at getting it right, and Solomon Financial Group is here to help.
Protecting and preserving retirees’ assets and the assets of those about to retire
With offices in Wenatchee and Yakima, WA, Solomon Financial Group was founded in 1995 with the mission to help protect and preserve retirees’ assets and the assets of those about to retire with financial, health and insurance expertise. Our comprehensive services to retirees provide:
- Guaranteed income* you can never outlive
- IRA, 401(k) and 403(b) Rollovers and Transfers
- 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
Solomon Financial Group is proud to be an A+ rated member of the Eastern Washington Better Business Bureau.
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.
Investment advisory services offered through AlphaPeak Capital, LLC (“APC”), d/b/a for AlphaPeak Wealth, LLC in AZ and NE, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. Securities offered through AlphaPeak Brokerage, LLC (“APB”), Member FINRA/SIPC. APC and APB are not affiliated with Solomon Financial Group. One or more individuals at Solomon Financial Group are registered as investment adviser representatives of APC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by APC on behalf of Solomon Financial Group’s clients. Additional information regarding the specific investment advisory services and products offered by APC can be found within APC’s Form ADV Part 2A Brochure (“the Brochure”) available on APC’s website. http://alphapeak.com
One or more individuals at Solomon Financial Group are registered representatives of APB and receive commission based compensation in exchange for the purchase or sale of securities. In addition to providing investment products through APB and certain investment advisory services on behalf of APC as described in the Brochure, individuals associated with Solomon Financial Group and the Solomon Financial Group itself may provide or offer to its clients certain other products or services outside APC’s or its affiliates’ and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Solomon Financial Group and are not endorsed, provided, offered or supervised by APC or its affiliates.
This website may contain concepts that have tax, accounting and legal implications. This material is for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. Individuals also are advised to verify that the host of this website is qualified to provide tax and/or legal advice. Neither APC or APB provide tax or legal advice and, as such, do not endorse, review or supervise the
website in connection with any tax or legal advice. If you base a decision on information contained on this website, you will be solely responsible for that decision.