Live your retirement
to the fullest

We can help you plan by building a firm foundation based on your goals.

Let's Get Started
Get to Know Us

Get Started in 3 Easy Steps:

  • 1

    DISCOVER

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE

    Using our Vision Statement & Guiding Principles, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    PLAN

    Receive a custom strategy to help you reach your unique retirement goals.

let’s get started!
takecharge

DOWNLOAD THE GUIDE

Take Charge of Your Taxes

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises.

What you’ll learn:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

DOWNLOAD THE GUIDE

Take Charge of Your Taxes

DOWNLOAD NOW!

Need more info?

Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

February 8
Learn Three Steps To Take Now To Help Shelter Your Retirement From A Possible Tax Storm
6:00 pm | Chateau Faire Le Pont Winery
Register
February 10
Learn Three Steps To Take Now To Help Shelter Your Retirement From A Possible Tax Storm
6:00 pm | Chateau Faire Le Pont Winery
Register
See All Upcoming events

 DISCOVER

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Solomon Financial Group. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

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