Start With a Free Consultation

If some of the questions below are relevant to you, please feel free to pick a time to brainstorm some ideas with us!  We are driven to close the gap between… mass financial misinformation and understanding how money really works for as many people as we can.  

  • Am I paying extra taxes and fees?
  • Is my portfolio overly risky from a risk v. reward standpoint?
  • Is the rate of return that I’m paying attention to misguiding my expectations?
  • Will I have enough money to live at the same standard of living in retirement?
  • How much money do I need to make to live like I want to in retirement?
  • Could my money make more money for me with less risk?
  • If I don’t change anything, how much money will I have to live on in retirement?
  • If taxes change (go up or down), how will that effect my financial future?
  • Could I structure my personal residence to be more investment friendly?
  • Are there different or better investment options available that I’m not aware of?
  • I’m doing what I’m “supposed to”, but don’t seem to be getting ahead… What can I do?

These questions are what fuel our passion to educate.  We get these questions frequently and (sadly) far too many people seem to be in the dark when it comes to their financial future.

We’ve learned that if we genuinely educate first, with no expectations, that we’ll align ourselves with the right people… The people that we want to work with.



We believe that in order to create a plan that will actually succeed, we first need to understand what we’re working with. Who’s on your team, your current needs, your goals, etc.


Custom Plan

Every plan we create is customized based on YOU! …Yet is founded on unwaivering Financial Principles that shape each and every plan that is setup for success!


Ongoing Maximization

We see ourselves as your personal CFO. Your “Go-To” expert to help assure that you’re Financial House is in order! No more of the all-too-common left hand not talking to the right! Your Personal CFO has your back rain or shine.

The Time is now

Get Started


Advice from Solid Rock Financial Group (SRFG) should not be construed as tax or legal advice. Solid Rock Financial Group is not engaged in rendering professional legal or accounting services. The information given herein is taken from sources that its advisors believe to be reliable but is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as we are not providing tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. This report may not be reproduced, distributed, or published by any person for any purpose without the express prior written consent. of SRFG. Hyperlinks on this site point to a website not affiliated with Solid Rock Financial Group. These links are provided as a convenience only. SRFG disclaims any responsibility for the accuracy of the information on other websites.  This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.

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