Financial & Estate Planning

The Silbernagel Group, Inc., offers holistic advice on your overall financial well-being. With an emphasis on tax efficiency, diversification of assets, and regular reviews, we’ll make sure you’re on track to a better financial future.

Listen to our podcasts for more information on these important topics. New episodes come out every week: www.RealWealthMedia.com/SG. Subscribe to get an email announcement of each new episode.

Personal

Variable Annuities

Fixed Annuities

Estate Planning

Stocks

Life Insurance

IRAs / Pensions

Long Term Care

Comprehensive Tax Planning

Business

Simplified Employee Pensions (SEPs)

Business Continuation Plan

Deferred Compensation

Split Dollar Insurance

Key Person Insurance

Life Insurance

Tax Planning

Succession Planning