Silver Financial Service is a fee-only firm. That means we only get paid by YOU, and not by selling products or by referring you to others. We are also fiduciaries, meaning, we put your interests first. Tying it all together, we get to serve you across all of your financial interests.
What is financial planning and what will you cover?
If it affects your finances, we want to review it with you and make sure you're informed. Here are some examples:
- Clarifying and supporting your goals
- Estate planning
- All investments (in our management and outside)
- Financial independence
- Employee Benefits
- Tax Planning
- Real Estate
- Stock options
- Education
- Cash needs
Yes. We only act as fiduciaries. Marta has also aquired an Accredited Investment Fiduciary® designation, to increase her knowledge to serve you better.
Of course we can! We are comfortable with technology and have embraced it to be able to better serve our clients.
We are a hybrid-family business, offering tax and accounting services to our financial planning clients.
Charles Schwab is the custodian we use. They have an app and an online portal that can be accessed at anytime.
I am a CERTIFIED FINANCIAL PLANNER™️ and Accredited Investment Fiduciary®️️. The other half of our practice are Enrolled Agents licensed to practice in front of the IRS.