We help
people pursue
financial greatness
Get Started on Your Path to Work Towards Your Financial Goals
Trusted By
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What We Do
We Work as a Team
Silver Bay Financial is a financial services company that helps clients pursue their financial goals. We help analyze their current financial situation and give them an optimal scenario where they can feel confident in their overall plan.
Asset & Retirement Planning
Reviewing Retirement geared plans (IRA, Roth, SEP, SIMPLE, Solo-401(k), 401(k), 403(b)) and create an analysis regarding current fees and expenses. We then create an optimal portfolio that is based on the client risk tolerance and tailor the plan specifically to the client.
Legacy & Charitable Giving
Clients fear that they may outlive their assets, but where will they go? We review where the client would like to leave their wealth. Efficiently leaving a legacy using the best available options to secure your families financial future.
Distribution Planning
People accumulate wealth in order to eventually “flick the switch” and retire comfortably. We focus on different ways our clients can pull money from their overall retirement portfolio.
Life Insurance Planning
Depending on the client, life insurance could be used as a beneficial supplement for their overall retirement. In situations where clients have mortgages or other debts, it’s important to make sure that those debts are covered or have plans for a worst-case scenario.
Experience That You Can Depend On
We have a staff of highly competent people who work side by side with us to ensure our clients receive the best possible service and have reassurance knowing that we always have their best interests at heart.
The best time to plant a tree was 20 years ago, the second best time… is now
– Ancient Proverb
Unique Solutions
Always Thinking Outside the Box
Silver Bay Financial is different from our competitors because YOU are our only focus. We do not have shareholders or other exogenous influences on decisions. Simply the best solutions for your unique circumstances.
Our Mission
We’re With You Every Step of the Way
Every individual has their own story; it is up to us to unfold and uncover the challenges of reaching what they want to do.
Silver Bay Financial is here to educate and prepare our clients through the walk of life. Supporting our client’s beliefs and goals allows both parties to grow in a successful setting, and helps them pursue their financial goals.
- Asking questions about what they want to achieve in their life and how they want to protect their assets.
- Personalizing a strategy that helps them feel assured that they are in the right hands by recommending the best course of action for their situation.
- Holding us accountable to the plan and making sure that they are never left behind or set up for failure.
- Creating strategic partnerships that enable us to help our clients in every aspect of their life
