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Our Services
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Ready to Retire?

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I have:

A written plan for the distribution of my income

A plan to preserve retirement income during a market downturn

A tax-efficient distribution plan for my retirement accounts

An estate plan that has been reviewed by a professional within the last three years

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I know:

What my yearly income will need to be in retirement

When to claim Social Security for myself and my spouse

That my risk tolerance matches my investment plan

The best pension option to maximize payments while providing for my spouse

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Mountain Approach (Retirement Summit)

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roadmap to retirement

Roadmap to Retirement

Are You Paying Too Much in Taxes in Retirement?

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For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

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Phone: 509.662.7717
Fax: 509.667.1181
Email: [email protected]

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123 Ohme Garden Rd., Ste 1
Wenatchee, WA 98801
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through J.W. Cole Advisors Inc. (JWCA). J.W. Cole and Solomon Financial Group are unaffiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

For a copy of JWCA’s Form CRS or JWCA’s disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically.

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