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.
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. We call our process The Illumination FORMula.
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 both KQTH FM 104.1 & KVOI AM 1030 and Saturday at 3PM on KNST AM 790 on the Financial Symphony show.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This worksheet can help you estimate the costs of a four-year college program.
Even if you’re young and single, you should still consider protecting yourself.
Military families face unique challenges, making personal finance even more critical.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Changes are coming to Social Security on May 1st, 2016.