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Your Dreams Matter

Your Dreams Matter

At Neuman Silvera Financial, we believe everyone should be able to live the retirement they’ve always wanted.

Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

All of the financial services we offer fall under one of the five key areas of our Retirement Game Plan® process.

Once we develop your plan, we will not stop there. Now, begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life. Take the first step toward having the retirement you’ve always dreamed of!

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The Retirement Game Plan Process

The Retirement Game Plan® is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life.

Income Planning

We’ll evaluate your current income situation and expenses to ensure they are sustainable for your life. Next, we’ll make sure that we have maximized your social security, looked into your pension options and decisions, planned for a pre-mature death of a spouse, inflation, and other considerations that are critical for your income plan.

Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals. By being independent, we are not tied in with a large “wire house” institution, which means we can offer a universe of options to create cost-efficient and high quality portfolios.

Tax Planning

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and develop strategies to minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation.

Healthcare Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a plan that matches your health and budget.

Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

Ready To Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.

Schedule A Meeting

During this visit, we’ll aim to get to know who you are and what you want out of retirement.

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Register For A Webinar

Attend one of our informational webinars to learn more about retirement income strategies, wealth management and more...

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Or Call Our Office (352) 351-9288