



Our unique process can benefit your unique situation.





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. Silverman + Associates Wealth Management, LLC is an independent financial planning and advisory firm based in Tucson, Arizona. We are fiduciaries, which means we are required to always place our clients’ interests ahead of our own. If you are seeking a Tucson Financial Advisor who specializes in a holistic comprehensive Financial Life Planning approach, with over 25 years of experience, in the areas of Retirement Planning, Risk Management, Investment Management, Cash Management, Estate Planning, Tax Planning, Income Planning, Legacy Planning and Health Care Planning, contact our office at 520.512.8832.

Cash Management Planning:

How can I create a cash flow plan that allows me to enjoy life now while still working towards my vision and goals?





Investment Management:

How can I use investment strategies to provide me with the financial resources I need before retirement to reach my life goals?





Retirement Planning:

How can I build a foundation for independence and freedom to enjoy life as I get older?





Risk Management Planning:

How can I protect myself and my family from unexpected obstacles or events that might take us off track from reaching our vision and goals?





Estate Planning:

How can I communicate my wishes and provide peace of mind to my family if I become incapacitated or after I have died?





Tax Planning:

How can I be sure that none of the financial strategies we put in place for helping me to reach my vision and goals will trigger excessive tax liabilities that might take me off track?



