262-626-8892 Client Login

Services Offered

The Silbernagel Group, Inc. offers investment, insurance, retirement and estate planning for individuals, families and businesses. For more information on any of our services, please call 1-800-568-0976.

Estate Planning Business Planning Tax Planning Financial Planning Misc Planning Investment Planning Insurance Planning YOU Family Meetings Mortgage/Debt Planning College Funding Solutions Social Security Optimization Creditor Protection Strategies Marital Status Transition Planning Review of Tax Returns Complete Tax Returns* Tax Reduction Strategies Tax-efficient Income Strategies Succession Planning Business Start-up Business Structure Benefit Planning Tax Reduction Strategies Annuities IRA/ROTH IRA* Money Management Asset Allocation Investment Analysis Alternative Investments Retirement Plan Review Real Estate & DSTs Identify Goals Cash Flow Analysis Review Current Assets Design the Optimal Plan Charitable Planning Determine Risk Tolerance Title 19 Planning Veteran’s Benefits Trust Planning * Special Needs Planning Beneficiary Designation Review Power of Attorney Documents* Life Insurance Disability Insurance Employee Benefit Review Long-term Care Insurance Health/Dental/Vision Insurance Property/Casualty/Liability Insurance Medicare/Medicaid/Medicare Advantage Planning

The Silbernagel Group, Inc. 114 Main St. Kewaskum, WI 53040. This is for informational purposes only.
Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC Registered Investment Advisor. Insurance Services offered through Real Wealth Insurance Services, LLC (RWI). The Silbernagel Group, Inc. and RWI are independent of CIS and CAM. The Silbernagel Group Inc. © 2022
*Tax and legal services provided by independent attorney and accountants.