Broker Check

1105 Powers Place
Alpharetta, GA 30009

LinkedIn

Robert A Solley

(678) 762-0321

 
Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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.

Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow