Trusted
We strive to know you, your priorities, your goals and your aspirations so we can create a comprehensive plan designed to address what is important in your life.
Learn MoreIndependent
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreTeamwork
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreUnderstanding Today's Financial Environment
Welcome, Solomon CPAs & Financial Services PLLC is a financial organization in Mesa, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in tax, accounting, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Investment services are offered by Chris Solomon and Rick Solomon through affiliation with Avantax.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
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Compare the long-term financial outcomes of renting versus buying a home.
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Compare annuity options to see how each one could affect your long-term income outlook.
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Calculate the dividend yield of a holding and see what that means for income over time.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Behavioral Finance
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The Cost of Procrastination
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Estate conservation is too important to put off. Do you have a smart exit strategy?