Schedule A Meeting
Take the first step toward reaching your
financial goals
Get the information that can help you live a confident retirement.
Attend an Event
Our workshops and events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our workshops or events to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
April 15
Workshops for Retirement: Retirement Tax Strategies for 2025
11:00 am | Confluence Technology Center
April 17
Workshops for Retirement: Retirement Tax Strategies for 2025
6:30 pm | Confluence Technology Center
April 25
Community Shred Day
9:00 am | Solomon Financial Group
May 6
Navigating Your Nest Egg In A Volatile Market
6:15 pm | Highlander Golf Course
May 13
Navigating Your Nest Egg In A Volatile Market
6:15 pm | Highlander Golf Course
Rather meet One-On-One?
Schedule a meeting with a member of our team to create your financial strategy today.