Tax, & Estate Planning
Our expert financial planners will analyze your current financial situation and work with you to construct a tailored ongoing financial plan with action items and recommendations on how best to reach your goals.
Direct Indexing &
Let our financial professionals invest, monitor, rebalance, and optimize your investments. We will determine your risk tolerance and find investment solutions that best achieve your investment objectives.
Tax Preparation &
Estate Document Drafting
We use Trust & Will to provide estate services and TurboTax to provide tax preparation services.
These services are included for free for our wealth management clients with more than $500,000
invested with us.
Investment advisory services are made available through Silverstone Financial LLC, a registered investment adviser.
Our Services Explained
Personal CFO + Financial Planning : Learn more about what a "Personal CFO" is on our About Us page.
Our financial planning service includes retirement planning, cash flow planning, real estate investing advice, business planning, education planning, tax planning, estate planning, and more. This service includes an initial multi-meeting financial plan construction and then two ongoing annual planning meetings. You have access to unlimited email support and additional one-on-one meetings are available, as needed, at no additional cost.
Comprehensive Wealth Management : In addition to our baseline Financial Planning service, our wealth management service includes investment management, tax return preparation, and estate document drafting services bundled together. This service adds an additional (3rd) annual meeting with a financial advisor to review your investments together. You have access to unlimited email support and additional one-on-one meetings are available, as needed, at no additional cost.
Silverstone compared to Alternatives
Schedule a free Consultation
Meet with a Financial Planner 1-on-1 for a complimentary, obligation-free consultation.
We will review your financial situation, answer any questions you may have, and explain our firm's offerings.