Solley Financial Services
Solley Financial Services is an independently owned wealth management firm with more than 30 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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for College 101
Here’s a crash course on saving for college.
There are benefits and limitations when you decide to donate stock.
Don’t overlook the need for renter’s insurance if you rent your home.
A quick look at how federal income taxes work.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There’s a link between debt and stress.
Take the guesswork out of your IEP or SEP with this helpful article.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?
An amusing and whimsical look at behavioral finance best practices for investors.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.