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.
Need more info?
Attend a live workshop
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...
October 10
Retirement and Taxes Today – FREE Workshop
6:00 pm | Confluence Technology Center
 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.