509.662.7717 | Schedule A Meeting | Client Login

Our Services
Our Process
About Us
- Our Team
- Philanthropy
Events
- Attend an Event
- Client Events
Radio
Resources

Our Services
Our Process
About Us
- Our Team
- Philanthropy
Events
- Attend an Event
- Client Events
Radio
Resources

Ready to Retire?

How many boxes can you check with confidence?

Step 1 of 2

50%

Phone

This field is for validation purposes and should be left unchanged.

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

None of the above

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

None of the above

Enter your information to access your score.

Name(Required)

First Last

Phone(Required)

Email(Required)

CAPTCHA

Take Our Retirement Quiz

Advisor

Nothing Found

It seems we can't find what you're looking for. Perhaps searching can help.

Ready to Take The Next Step?

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

Schedule a Meeting

Attend an Event

Or give us a call at 509.662.7717

Contact Us

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

Our Location

123 Ohme Garden Rd., Ste 1
Wenatchee, WA 98801
Get Directions

Quick Links

Radio
Philanthropy
Client Events

Connect with us

Check us out on Facebook!

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.