Our Firm
Safeguarding retirements by teaching alternative ways to be financially independent.
Wisdom
Competency across a wide range of financial disciplines for personal and business.
Heavily Experienced
Three decades of delivering tax-efficient products and strategies.
Service Oriented
Helping to build retirements while helping to provide financial security.
Solid Ground
Traditional and Cutting Edge Financial Solutions For Our Clients
Our goal is to provide tax-efficient products and strategies that reduce risk while improving returns for our clients through proper asset allocation, distribution planning and tax diversification.
Tax Effecient Designs
Well Grounded Retirement Planning
Compounding interest is the most basic financial principle to build wealth. That’s why some of us don’t interrupt building our nest egg and wait as long as we can before drawing income. We can help keep compounding interest go uninterrupted, where your hard earned money thrives best.
Scale To Sell
Business Exit Planning
Growing your business with end in mind is the key to ending on your own terms. We help you gain clarity on the value of your business, gain clarity on how to scale, and provide you with a one-stop-shop exit team with M&A Experts, Tax Planners, Attorneys, and Financial Advisors.
No-cost Employer Programs
Business Wellness & Payroll Tax Programs
Most business with 10 employees or more can get employer benefits & employee benefits -- all at No Cost. Solid Ground Financial is a financial advisory firm specializing in Wellness Protection Programs, also known as Section 125 Cafeteria Plans. Solid Ground is an industry leader in bringing major savings to employers through various Federally compliant Wellness and Integrated Medical Plans.
Control Your Financial Future
Increase Retirement Income, Cut Taxes & Keep Your Money Safe
Our strategies include the ability to protect your savings from the devastating impacts of financial risks, optimize the returns on your money with upside market potential, all while eliminating exposure to the inevitable roller coaster of market volatility. We can help you outsmart the banks and finance purchases with your OWN money while still potentially earning interest on the entire amount of the loan. In the end, we'll help you build a nest egg tax deferred, access it tax free—and never worry about outliving your money.
Debt Free for Life
Get Out of Debt, Get in Control & Create Wealth
We take a unique approach to "snowballing" to not only eliminate debt, but to make sure you never end up in debt again. Cash flow is your largest and most important asset which can equal millions of dollars. Are you letting it waste away? Our team specializes in helping families get their cash flow back in control, get out of debt, and design healthy & prosperous retirements.
Our Service Goal
100
Everyday
365
The Difference
Client Care Is Everything.
Service Exceeding Expectations.
Contact Us
We make it simple to start planning today for a better tomorrow.
From today’s dreams to tomorrow’s realities, we’re here to make the path clear. We'll help you build a strategy that grows with you.