Protect what you've built.
Build what comes next.
Solomon Financial Group helps families and businesses put a complete protection plan in place — safeguarding income, retirement, and the people who depend on you, with strategies grounded in wisdom and stewardship.
More than a product. A plan for your whole financial life.
Most people have pieces of a financial plan — a 401(k) here, a life policy there, some savings — but no one looking at the whole picture and how the pieces work together.
That's the role our firm fills. We don't sell a single product; we build a coordinated financial wellness plan around the things that matter most: your family's security, your income, your retirement, and keeping more of what you earn.
The goal is simple: a plan that protects your family today and provides for them for the rest of your life — built on principles, not products.
— The Solomon StandardSix areas of protection
A complete financial wellness plan addresses each of these. We start wherever your need is greatest and build from there.
Protect your family
The right life insurance ensures that if something happens to you, the people who depend on you are cared for — without disruption to the life you've built.
Protect your income
Your ability to earn is your greatest asset. We put strategies in place so an illness or injury doesn't unravel everything you've worked for.
Protect from market risk
Growth shouldn't mean exposure to every downturn. We use vehicles designed to participate in market gains while protecting against losses.
Protect from unnecessary taxes
Most retirement savings are taxed when you withdraw them. We help build a tax-advantaged bucket so more of your money stays yours in retirement.
Protect from interest & debt
A clear, structured strategy to pay down debt more efficiently — often faster than you'd expect, without changing your standard of living.
Protect from outliving your money
Through Solomon Retirement Group, we put income strategies in place designed to last as long as you do — so retirement is a destination, not a worry.
Solomon Retirement Group
Our specialized arm focused entirely on retirement income — turning what you've saved into income you can count on for life.
Income that lasts as long as you do.
For clients at or near retirement, the question shifts from "how do I grow it?" to "how do I make it last?" That's what this division specializes in.
Guaranteed lifetime income
Annuity strategies designed to provide a dependable paycheck in retirement that you cannot outlive.
Protected growth
Participate in market-linked growth with protection against market losses, so a downturn near retirement doesn't derail your plans.
A coordinated handoff
Your retirement strategy is built to work alongside your full Solomon financial wellness plan — not in isolation.
Let's see if we can help.
The first step is a short, no-obligation conversation. We'll look at where you stand and whether there's an opportunity to do better. That's it.