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:

  • 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.

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

Need more info?

Attend a live workshop


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

July 29
Seminar – Learn Three Steps To Take Now To Help Shelter Your Retirement From A Possible Tax Storm
6:00 pm | Hilton Garden Inn

 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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