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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding the economy's cycles can help put current business conditions in better perspective.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even if you’re young and single, you should still consider protecting yourself.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This worksheet can help you estimate the costs of a four-year college program.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.