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 More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Understanding 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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Important items to consider when purchasing condo insurance.
How long does a $20 bill last?
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When markets shift, experienced investors stick to their strategy.
There’s an alarming difference between perception and reality for current and future retirees.