Broker Check

333 North Wilmot Road | Suite 340 | Tucson, AZ 85711
Tel: 520.512.8832 | Fax: 520.512.8833

  

OUR FIRM

Silverman + Associates is a Tucson-based company focusing on helping senior adults grow and more importantly protect their assets. As a fully independent financial services firm, we are not restricted to any investment product or company, and work exclusively for the benefit of our clients. In fact, we serve in a fiduciary capacity to act in each of our client’s best interests. We care deeply about helping our clients achieve their goals and objectives, and strive to provide them with the highest-quality service.

OUR PROCESS

We work primarily with affluent retirees and professionals who are within 10 years of retirement.  Our clients amongst other things, want to be assured that they will be able to achieve their retirement goals.  We have developed and refined our process that puts all of the pieces of their financial puzzle together, as their lives unfold and their needs evolve.

Because Making Smarter Choices About Your Money Impacts The Quality Of Your Life.

Are you concerned that you may be taking more risk with your portfolio than you are truly comfortable with?  Or worse yet, maybe you don't even know how much risk you are really taking.  If you would like to find out, please click the button below.

Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy.  Riskalyze helps me ensure that your portfolio aligns with YOUR investment goals and expectations.  Together we can take the guesswork out of your financial future.

                                      

The President & Founder of Silverman + Associates, Mark Silverman, CFP®, can now be heard this and every Saturday at 9AM on KVOI AM 1030 and Saturday at 11AM on KNST AM 790 on the $aving With $ilverman radio show.

       
                                           





Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow