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Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

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What We Offer

At Silversword Asset Management, 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.

The Silversword Asset Management Process

We take pride in getting to know our clients well, so we can customize a strategy that meets your financial goals — and gives you confidence in your future.

 

1. Discovery

We start by methodically gathering information from you — about your situation, your goals and your expectations. We’re completely transparent and happy to answer any questions about how we’ll work together.

 

2. Analysis

Everything we learn about you will be used to create a financial strategy: a straightforward set of instructions you’ll use — with our help — to work toward your goals. We’ll explain the strategy clearly and make adjustments to the plan, as necessary, along the way.

 

3. Implementation

Once you sign off on your strategy, we will put our recommendations into action. Some of them, like investing, we typically handle in-house. Others are best handled by trusted outside experts such as lawyers and CPAs.

 

4. Monitoring

Once you’re a client, you’re a client for life. We’ll keep you updated on your progress and help you through life’s unexpected opportunities and challenges. And we’ll make any necessary adjustments to your plan to keep you on course for success.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Trump-Tax

INSTANT DOWNLOAD

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
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  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

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 seminar.

Or give us a call at 928.532.7900

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