What can you expect from us? Silverman LeGate puts clients first and foremost. We are honored to work with you as you navigate your future. We position ourselves to be your “head coach”, providing knowledgeable information, advice and education with honesty and integrity. Each individual and situation is different, and therefore every plan is carefully designed specifically based on your personal needs and concerns.
Step 1 – Develop a relationship – what are your real goals, dreams and aspirations?
Step 2 – Assess your current situation – where you are now in relation to your objectives?
Step 3 – Develop and agree on objectives, strategies, and goals to work toward achieving your desires.
Step 4 – Implement the plan within agreed upon time frame.
Step 5 – Make changes as needed. We continuously review and monitor the action plan/program.
We will stay in close touch with you, keeping you fully informed about your portfolio. Informing us about any changes in your situation is of utmost importance as well. The plan we develop for you is fluid, and may change as your situation changes. Whether you are interested in transitioning comfortably to retirement, already retired, or wanting to ensure your loved ones are cared for should something happen to you, our knowledgeable team will work diligently to help work toward your desired goals. As your financial planner, we are fully accountable for our actions related to your finances.
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