Schedule A Meeting
Live your retirement
to the fullest
We can help you plan by building a firm foundation based on your goals.
Get Started in 3 Easy Steps:
DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Using our Vision Statement & Guiding Principles, we’ll examine your current financial situation and determine your retirement needs.
PLAN
Receive a custom strategy to help you reach your unique retirement goals.
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
Need more info?
Attend a live workshop
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...
 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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