About Solana Financial Group
Solana Financial was founded by Brently and Zach when they joined forces in 2019. They had both been practicing financial planning and realized that teaming up was the best, natural progression for the benefit of their clients.
Services
Tax Planning Retirement Income Planning Investment Management Cash Management Optimizing Workplace Benefits Social Security Claiming Strategies Risk Management & Estate PlanningReviews
Zach has been our financial advisor for many years, and he’s been an incredible resource in helping us plan for major life events. He’s knowledgeable, professional, and always easy to work with. We truly appreciate his guidance and the trust we’ve built over the years—highly recommend him and the Solana Financial team.