Broker Check

 

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

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. We call our process The Illumination FORMula.

Powered by 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 104.1KVOI AM 1030 and Saturday at 11AM on KNST AM 790 on the Financial Symphony show.

       
                                           





Helpful Content

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Protecting Your Home Against Flood Loss

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

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.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

View all videos arrow