Silverman Financial is a boutique firm, which specializes in working with people that are retired or getting ready to retire. We meet with over 1,000 people a year, helping them to achieve their financial dreams and goal. We specialize in investment management, retirement planning, IRA rollovers, and lump sum distributions from company pension plans. We have extensive knowledge in the IRA area.
We know that financial products today can be bought from almost any financial advisor. However, we truly believe that we provide an outstanding level of service that separates us from the rest. We have told people not to retire, when they, in fact, thought they could afford to. Our goal is not to make a client rich, but to protect them from becoming poor. We know how hard people have worked for their money; therefore, our goal is protect what they have accumulated.
We have extensive knowledge in the life insurance business, as we have been doing this for 21 years. We are well poised to analyze existing life insurance contracts and compare them to the new improved life insurance policies, which provide a variety of guarantees. Life insurance guarantees are based on the claims paying ability of the issuers.
We believe in sitting with clients one on one and learning what is important to them about their money, dreams, and what they expect during retirement. By looking closely at their financial situation, we are then best able to ascertain whether they are able to meet their financial goals. We do this by employing Silverman Financial’s independent personal retirement overview (IPRO) by working together to best achieve their goals.
We offer the following services:
- Estate and Tax Planning
- Life Insurance Analysis
- Long Term Care Insurance
- Retirement Planning
- 401(K) Rollovers
- Analysis of severance benefits and options
- In depth IRA analysis
- Lump sum settlements
- Trust and inheritance