Solley Financial Services
Solley Financial Services is an independently owned wealth management firm with more than 25 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, Solley has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.
You’ve made investments your whole life. Work with us to help make the most of them.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What does the Tax Reform and Jobs Act mean for you?
Understanding how capital gains are taxed may help you refine your investment strategies.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
An increasing number have been developed to help individuals with their personal finances.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.