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:

February 8
Learn Three Steps To Take Now To Help Shelter Your Retirement From A Possible Tax Storm
6:00 pm | Chateau Faire Le Pont Winery

RSVP REQUIRED – CALL 509-662-7717 TO RESERVE YOUR SPOT TODAY.

– Discover the three primary reasons a tax storm may be approaching (massive COVID spending is one)

– Learn 3 steps you can take now to help keep your money in your family (NOT with the government)

– See why you may be in a higher tax bracket in retirement (and why it could get worse in the near future)

– Find out how you may be able to leverage today’s historically low tax rates before it’s too late

No cost to attend – No obligation

This workshop is best suited for individuals 55 years of age and older.

February 10
Learn Three Steps To Take Now To Help Shelter Your Retirement From A Possible Tax Storm
6:00 pm | Chateau Faire Le Pont Winery

RSVP REQUIRED – CALL 509-662-7717 TO RESERVE YOUR SPOT TODAY.

– Discover the three primary reasons a tax storm may be approaching (massive COVID spending is one)

– Learn 3 steps you can take now to help keep your money in your family (NOT with the government)

– See why you may be in a higher tax bracket in retirement (and why it could get worse in the near future)

– Find out how you may be able to leverage today’s historically low tax rates before it’s too late

No cost to attend – No obligation

This workshop is best suited for individuals 55 years of age and older.

Rather meet One-On-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 509.662.7717

Community Shred Day 2021 – Hosted by Solomon Financial Group

Client Appreciation Christmas Event 2020

Ugly Sweater Client Appreciation Christmas Party

Client Summer Bash - Dunk Dave for Veterans & Everly Brothers