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.

EstatePlanning Business Planning Tax Planning Financial Planning Misc Planning Investment Planning InsurancePlanning YOU Family MeetingsCharitable PlanningReal Wealth® WeeklyCollege Funding SolutionsSocial Security OptimizationCreditor Protection StrategiesMarital Status Transition Planning Annual ReviewReview of Tax ReturnsComplete Tax Returns**Tax Reduction StrategiesTax-efficient Income Strategies Benefit PlanningBusiness Start-upBusiness StructureSuccession PlanningTax Reduction Strategies Annuities*Annual ReviewIRA/ROTH IRA*Mutual Funds*Asset AllocationInvestment AnalysisAlternative InvestmentsRetirement Plan Review Identify GoalsCash Flow AnalysisReview Current AssetsDesign the Optimal PlanDetermine Risk Tolerance Annual ReviewTitle 19 PlanningVeteran’s BenefitsTrust Planning **Special Needs PlanningBeneficiary Designation ReviewPower of Attorney Documents** Life InsuranceAnnual ReviewDisability InsuranceEmployee Benefit ReviewLong-term Care InsuranceHealth/Dental/Vision InsuranceProperty/Casualty/Liability InsuranceMedicare/Medicaid/Medicare Advantage Planning

What We Do & How We Do It

STEP ONE
Understanding Where You Are Now

  • Understanding Your Goals and Objectives
  • Understanding Your Current Finances
  • Services We Offer to Meet Your Needs
  • Taking Action on Organizing Your Financial Life & Goals

STEP TWO
Determining Where You Want to Go

  • Organizing Your Financial Life & Estate
  • Understanding Your Net Worth
  • Understanding Your Goals and Cash Flow
  • Developing a Plan for Implementation

STEP THREE
Achieving a Holistic Plan

  • Designing Your Personalized Tax-Efficient Plan
  • Aligning Your Market Volatility Tolerance with Your Plan
  • Providing Recommendations
  • Implementing Your Plan

STEP FOUR
Providing Continual Services & Support

  • Ongoing Consultation
  • Personalized Review Process
  • Annual Plan Update Meeting
  • Proactive Communication & Client Education
  • Client Appreciation Events