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Corporate Profile

Silverman Financial, Inc. is a local independent financial planning firm, which specializes in working with people preparing to retire and people that have already retired. Marc A. Silverman, the President and CEO, founded Silverman Financial, Inc. in 1989. At Silverman Financial, Inc., we provide the highest service possible and we pride ourselves in getting the job done.

We are an independent firm, and not married to a big brokerage firm. We made the decision to be independent so that we can deliver the best solutions to our clients.

At Silverman Financial, Inc., we utilize a Personal Retirement Analysis (PRA) to map out a custom retirement strategy for our clients. We do this by gathering facts about our clients and getting to know what is important to them and their family.  This analysis will help to determine the best fit for the client.  We use a custom approach for each and every client.  The study will help you determine what you can spend in retirement, whether or not to pay off the mortgage, what amount of money should be kept in savings; and, the best place to invest your money, based on your tolerance for risk.  We want to help you obtain your retirement goals, dreams, and objectives.

We welcome the opportunity of meeting with you and learning what is important to you about money. Give us a call so we can help you obtain your goals at (305) 670-7088 or (888) 229-7163.

Securities and Advisory Services offered through Geneos Wealth Management Inc., Member FINRA and SIPC (The materials at this web site are maintained for the sole purpose of providing general information about the law and do not under any circumstances constitute legal advice. You should not act or refrain from acting based on these materials without first obtaining the advice of professional legal counsel. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.) © Copyright 1998-2002 by Silverman Financial, Inc. All rights reserved. | Privacy Policy For comments and questions, please email marc@sfinancial.com