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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Saving for College 101
Here’s a crash course on saving for college.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Do you have an estate strategy? You should.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.