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.
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 Wealth Management, LLC 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 25 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.
How can I create a cash flow plan that allows me to enjoy life now while still working towards my vision and goals?
How can I use investment strategies to provide me with the financial resources I need before retirement to reach my life goals?
How can I build a foundation for independence and freedom to enjoy life as I get older?
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?
How can I communicate my wishes and provide peace of mind to my family if I become incapacitated or after I have died?
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?
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.”
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