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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even low inflation rates can pose a threat to investment returns.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.