Solomon Financial Group, Inc.

Solomon Financial Group, Inc. Solomon Financial Group is an Independent, Fee-Based, Fiduciary Investment, Insurance and Planning Firm.

We have been serving Pre- Retirees and Retirees as the premier financial planning firm for the Central Washington area since 1995. You may only have one shot at getting it right, and Solomon Financial Group is here to help. When deciding what to do with your retirement finances, you are faced with many tough, important decisions. Your parents may have retired with a gold watch and pension plan, bu

t your generation is much different. Today, people work with many more than one company in their lifetime.1 They have a 401(k) that they need to take possession of, but are unsure of what to do with. Protecting and preserving retirees’ assets and the assets of those about to retire

With offices in Wenatchee and Yakima, WA, Solomon Financial Group was founded in 1995 with the mission to help protect and preserve retirees’ assets and the assets of those about to retire with financial, health and insurance expertise. Our comprehensive services to retirees provide:
•Guaranteed income* you can never outlive
•IRA, 401(k) and 403(b) Rollovers and Transfers
•Guaranteed* financial products—resistant to excess market losses
•Tax-advantaged planning—allowing you to keep more and the government to receive less of your hard-earned assets

To schedule a time to discuss your retirement future, contact us at [email protected] or call us toll-free at (866) 338-1805.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/09/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

If you don’t have an estate strategy, here's some reasons why you should.
09/08/2026

If you don’t have an estate strategy, here's some reasons why you should.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
09/04/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
09/02/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
09/01/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/28/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/26/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/25/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
08/21/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Stay ahead this year with this handy Personal Finance Calendar.
08/19/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Address

123 Ohme Garden Road, Ste 1
Wenatchee, WA
98801

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 2pm

Telephone

+15096627717

Alerts

Be the first to know and let us send you an email when Solomon Financial Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Solomon Financial Group, Inc.:

Shortcuts

Share