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Our Story

Preparing You To Meet Your Financial Goals

Everyone has a unique set of financial circumstances and specific needs. We can work with you individually to create a plan for the present and the future.

Serving Individuals and Businesses

Our Mission

Our mission is to help people gain control over their money, grow their retirement income, minimize market, tax, and other risks, and create a financial legacy. We work hard to help individuals and business owners protect what they’ve worked hard to build.

Our Commitment

Our commitment is to treat you with respect and provide you with honest, reliable advice to help you achieve your financial goals. We will educate you about your options and help you determine the best path, even if it isn’t with us.

Our Specialty

For Individuals and Families

We specialize in retirement solutions that put you in control of your money. The plans help you minimize tax and market risk while creating growth, protection, legacy, and a retirement income you won’t outlive.

For Businesses

We specialize in protecting the business and its employees through life and disability insurance, supplemental employee-paid benefits and Federally compliant Wellness Protection Programs.

Ed de la Rosa, President

FINANCIAL ADVISOR, CERTIFIED FINANCIAL FIDUCIARY®

Ed de la Rosa, CFF, is the founder of Solid Ground Financial, a financial advisory firm helping pre-retirees and retirees gain clarity and confidence in their financial futures through sustainable retirement plans. As a financial advisor specializing in retirement income and tax planning, he works closely with clients to identify areas where they are unnecessarily and unknowingly losing money and implement strategies that “make the money work” for them instead.

With more than 30 years of industry experience, de la Rosa focuses on helping people save money in four primary areas: taxes, education, capital purchases (including housing) and qualified retirement plans. By evaluating an individual’s rate of return, annual savings rate, age and lifestyle, he can help them better understand when and how to retire, and where their income will come from.

de la Rosa is a Member of Ed Slott’s Master Elite IRA Advisor Group, an organization of financial professionals dedicated to the ongoing education and mastery of the latest retirement tax laws. He proudly serves as a Certified Financial Fiduciary®, embracing a higher standard in serving his clients’ best interests. In addition, de la Rosa is a Circle of Wealth® Master Mentor, Council of Financial Educators Ins.

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