Silverback Financial LLC
We partner with some of the best companies and professionals in the industry to provide our Independent Consultants the unique ability to explore the best coverage and investment options available to their clients with our exclusive network of professionals.
Financial Coaching is not a one size fits all. One book or one radio host does not have every solution. Let us teach you how to set trackable, achievable, and attainable financial goals through motivation, inspiration, and education. We will get you going down the fastest path to achieve your goals!
02. Strategic Planning
Budgeting, Accounting, Tax Preparation, and Estate Planning. The future is unpredictable, so we plan for the worst and hope for the best! Proper planning for the future is crucial, we are certain taxes are not going anywhere and todays plan might not be efficient for the following year. If you do not currently work with a Tax professional we will happily connect you with one within our network!
03. Small Business Consultations
Thinking about starting your own business? Or do you already have one? Let us help you navigate through the unknown and fast track your growth. Targeting and identifying market sectors, branding, and establishing partners in the industry, are all ways we can help independent small business owners on their way to profitability.
04. Investment Advice
There's a difference between Financial Advice and Investment Advice. Let us help you decide which one is right for you. Are you somebody who is trying to create wealth, or someone who has wealth but needs proper management? We take the anxiety out of the process through an unmatched effort to educate our clients before we ever make a recommendation.
05. Insurance
Health, Life, Disability,
Long-Term Care, Home, and Auto. Let us do the shopping for you and have our network of the most reputable insurance companies in the industry compete against each other for your business. Insurance is and should be the foundation of all financial planning. We look forward to helping you create a legacy that spans generations.
It is better to have a clear vision of your future,
than a foggy picture of it.
