Get to know more about Mark Silverman and Silverman + Associates
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.
We’ll help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This includes:
It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:
We’ll create a plan designed to help you protect yourself against rising healthcare costs. By working collaboratively with a qualified Health Insurance Agent, our goal will be to help you:
Once your income plan is established, we’ll create an investment plan for the remaining assets that you do not need to draw from month to month. This includes:
Any comprehensive Retirement Plan will include a strategy for addressing taxes. By working collaboratively with a qualified Certified Public Accountant (CPA), our goal will be to help you:
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.”
The Managing Member & Founder of Silverman + Associates, Mark Silverman, CFP®, can now be heard this and every Saturday at 11am on KNST AM 790 on the $aving With $ilverman radio show.
