facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search

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

Get to know more about Mark Silverman and Silverman + Associates




Dreaming About Life In Retirement And Just Hoping You Won’t Run Out Of Money?


Download Our Free E-books Today

OUR STORY

Mark Silverman, CFP® Photo

Mark Silverman, CFP®

Managing Member / Founder / Wealth Manager / CERTIFIED FINANCIAL PLANNER™

(520) 618-5323
(520) 512-8833
mark@silverman-associates.com

Mark is a widely recognized leader in the Tucson financial planning & advisor community, having served on the local Financial Planning Association (FPA) board.  He is also an active member of Real Estate & Allied Professions (REAP), Foothills Club of Tucson (FCT), Caballeros del Sol (CABS) and Southern Arizona Estate Planning Council (SAEPC).  He hosts a podcast called, $aving With $ilverman, focusing on financial and retirement planning, as well as, investing.

Mark founded Silverman + Associates in 2008 and now serves over 100 families who have entrusted him with their assets.  He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals.  He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

Successful individuals and families work with Mark to:

  • Develop and implement a comprehensive financial plan to help them reach their financial dreams.
  • Make smarter decisions in today’s uncertain political, economic and social environment.
  • Obtain an independent second opinion form a top advisor in their community.

Previously, Mark spent time as a financial advisor with Merrill Lynch as well Harris Bank and Marshall & Ilsley Bank.  At M&I, he also served in their Trust Company.  In 2012, Mark completed his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation.

Mark is a widely recognized leader in the Tucson financial advisor community, having served on the local Financial Planning Association (FPA) board.  He is also an active member of REAP, Rotary Club of Tucson, Caballeros del Sol and Southern Arizona Estate Planning Council.  He hosts a weekly radio show called, $aving With $ilverman, focusing on financial and retirement planning as well as investing.

Christine Hartley Photo

Christine Hartley

Client Service Manager

(520) 618-5323
(520) 512-8833
admin@silverman-associates.com

Christine ensures that our clients receive the best possible service.  She will book appointments for you and is the first person you should call if you have any questions about your financial planning process.  She will ensure that the appropriate member of our team responds to your query.

Read More

Christine was born in Wisconsin and has traveled the United States extensively throughout her husband’s 22 year U.S. Navy career.   Christine has lived in seven different States which has provided her with an expansive work history and diverse cultural exposure.  Christine has three adult children, Michael and his wife, Kristen, (in the D.C. area), Elizabeth (here in Tucson) and Marc (U.S. Navy) and loves to visit her grand daughter, Madeline.


Tour Our Office


Are you tired of dealing with the stuffy broker wearing a three-piece suit in a high-rise building?  This is Tucson, it is too hot for suits and ties.  If the typical bank, wirehouse or brokerage firm setup is not serving you well and you want to be in an office that makes you feel more comfortable and relaxed so you can discuss your goals, dreams and financial future you have come to the right place.   Silverman + Associates understands the needs of our clients and we strive to make this process the best experience possible for you and your family.  Our intention is to create a safe space where there is no such thing as a silly question without ever feeling like you are being sold a bunch of investment and insurance products.  We treat people like we like to be treated, it is that simple.


office
office
office
office
office

Are you taking more risk with your portfolio than you're truly comfortable with?


What is Your Number?

OUR PROCESS


Our unique process can benefit your unique situation.


Our unique process is designed to help our clients achieve simplicity and confidence to and through their retirement years.  It’s focused around 5 key areas of your current financial life.  Because making smarter choices about your money impacts the quality of your life. Silverman+Associates is an independent financial planning and advisory firm based in Tucson, Arizona. We are fiduciaries, which means we are required to always place our clients’ interests ahead of our own. If you are seeking a Tucson Financial Advisor who specializes in a holistic comprehensive Financial Life Planning approach, with over 20 years of experience, in the areas of Retirement Planning, Risk Management, Investment Management, Cash Management, Estate Planning, Tax Planning, Income Planning, Legacy Planning. and Health Care Planning, contact our office at 520-512-8832.

Cash Management Planning:

How can I create a cash flow plan that allows me to enjoy life now while still working towards my vision and goals?


Investment Management:

How can I use investment strategies to provide me with the financial resources I need before retirement to reach my life goals?


Retirement Planning:

How can I build a foundation for independence and freedom to enjoy life as I get older?


Risk Management Planning:

How can I protect myself and my family from unexpected obstacles or events that might take us off track from reaching our vision and goals?


Estate Planning:

How can I communicate my wishes and provide peace of mind to my family if I become incapacitated or after I have died?


Tax Planning:

How can I be sure that none of the financial strategies we put in place for helping me to reach my vision and goals will trigger excessive tax liabilities that might take me off track?


The importance of using a CERTIFIED FINANCIAL PLANNER® Professional.


As a potential or current client, collaborating with a CERTIFIED FINANCIAL PLANNER™ provides you with the reassurance of attaining your financial goals.  In addition to meeting a high standard of education and career experience requirements, CFP® professionals possess credibility at both an ethical and professional standpoint.

Prior to certification, CFP® practitioners must complete a CFP Board-approved financial planning curriculum—mastering almost 100 integrated financial planning topics (investments, insurance, retirement planning, risk management, etc.), while also committing to continued educational classes, including a code of ethics course.

Furthermore, CFP® professionals are required to pass a 10-hour CFP® Certification Exam that tests their financial planning knowledge on an integrated level, and accumulate at least three years of personal financial planning experience.

In the final step, CFP® practitioners concede to a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility.  This clause lays the groundwork for an advisor’s commitment and ethical responsibility to the public, clients, and employers.  In addition, the Code of Ethics prompts CFP® professionals to remain fair and diligent when providing financial planning advice and services, putting your interests first.

Source: Certified Financial Planner Board of Standards, Inc.

“CFP® Certification: The Standard of Excellence Copyright ©2017, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.”

There are plenty of obstacles in your path.  Don’t allow yourself to become one of them.


Download Our Free White Paper
"The Top Ten Mistakes People Make In Retirement"

MEDIA

BLOG

Loading Posts...

View All

If You Don’t Have A Plan You Need To Call Silverman.

CONTACT US

Schedule a FREE No-Obligation Consultation


520.512.8832  |