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.
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 Financial Symphony show.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The uncertainties we face in retirement can erode our sense of confidence.
A letter of instruction provides additional and more personal information regarding your estate.
An increasing number have been developed to help individuals with their personal finances.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What’s the deal with your yearly free credit report?
To choose a plan, it’s important to ask yourself four key questions.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are three things to consider before dipping into retirement savings to pay for college.