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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
At what point can you call a personal vehicle commercial?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Calculating your potential Social Security benefit is a three-step process.
Understanding how a stock works is key to understanding your investments.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.