Silverman Wealth Management prides itself on its long-term relationships with their clientele.
In the investment area, we work with clients who are in the accumulation period of acquiring assets, to clients who need income for retirement or to supplement their retirement. Understanding that each client has different needs, we customize a diversified investment portfolio; based on their investment objectives, risk tolerance and investment horizons.
We are proud to say that we have advised on the funding vehicles for many of our clients, which provided funds for their children’s college educations.
In the area of insurance, we specialize in Life Insurance, Disability Income, and Long Term Care Protection, as well as Group Insurance.
We represent many companies that provide the various Insurance products that we offer. We understand the pricing and the underwriting of these companies, which allows us to place our clients with the company that best suits their needs.
We assist clients who need basic protection in their younger years to clients who need substantially greater protection and more sophisticated programs.
With regard to Long Term Care Insurance we go through educational training, highlighting the benefits of Home Health Care, Outpatient Care, Assisted Living, and Nursing Home Care. We also review Medicare and Medicaid eligibility.
We believe our ability to provide quality service is dependent on a strong, trusting relationship. As part of our commitment to service, we provide our clients with the following:
Portfolio Reviews
401 (k) Plan Reviews
Insurance Policy Reviews
Retirement and College Planning Evaluations
OUR MISSION STATEMENT
Silverman Wealth Management will never lose sight of the valuable relationships that we build and maintain with all of our clients. This one-on-one relationship is vital to our continued success.
Silverman Wealth Management will operate in the most efficiant manner possible with the intent of maintaining the highest level of service. We will keep up with advances in the technology that will enhance our overall office capabilities recognizing that all our clients benefit from streamlined communications systems.
Silverman Wealth Management will strive to be solid citizens through active involvement and support of our local charities and business organizations.
