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 11AM on KNST AM 790 on the Financial Symphony show.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding how a stock works is key to understanding your investments.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The true cost of raising a child may be far more than you expect.
What can be learned from the savings rate?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Are Real Estate Investment Trusts right for your portfolio?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
With alternative investments, it’s critical to sort through the complexity.