Silber Financial offers personalized financial planning and advisory services, including retirement, estate, and wealth management, with a fiduciary commitment.
Silber Financial, founded over 26 years ago, specializes in comprehensive financial planning, investment management, retirement planning, estate planning, and wealth management. Led by Certified Financial Planner™ professional Steven Silber, the firm adheres to a fiduciary standard, ensuring clients' best interests are prioritized. S
ervices include personalized financial strategies, tax planning, insurance planning, and long-term care planning, with a focus on empowering clients to achieve their financial objectives with confidence.
Fiduciary commitment
CFP® professional leadership
Holistic, personalized financial planning
Over 26 years of experience
Services
Comprehensive Financial Planning
A holistic approach to managing all aspects of a client's financial life, including goal setting, budgeting, and strategic planning.
"Has helped me with my funds and I hv done very well."
Frequently Asked Questions
What is the difference between a financial planner and a CFP® professional? +
A CFP® professional has met extensive training, experience, and ethical standards set by the CFP Board, committing to act as a fiduciary and providing personalized, holistic financial planning.
Why is it important to work with a fiduciary? +
A fiduciary is legally obligated to act in the client's best interests, ensuring transparent and ethical financial advice.
How does Silber Financial approach retirement planning? +
Silber Financial conducts a retirement goal assessment, projects income and expenses, and develops a tailored savings and withdrawal strategy to ensure clients are prepared for retirement.
What types of insurance planning does Silber Financial offer? +
Silber Financial provides life insurance analysis, disability income protection, and long-term care insurance solutions to mitigate financial risks.
How does Silber Financial handle estate planning? +
Estate planning at Silber Financial involves asset inventory, clarification of client wishes, preparation of legal documents like wills and trusts, and execution of necessary steps to ensure efficient asset transfer.
What is the significance of the CFP® certification? +
CFP® certification signifies that a financial planner has completed rigorous education, passed a comprehensive exam, and adheres to high ethical standards, inspiring confidence and satisfaction among consumers.
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