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Our Services
01. Families Needing Financial Freedom and Clarity.
We believe that families deserve an advisor who understands the struggles of raising children and the realities of taking care of a family on a budget. It's not easy, but it can be done—and we're here to help you succeed. We believe that each family is unique, and will listen closely to what you have to say and work with you to develop a customized plan for your financial future that works best for your specific circumstances.
As a financial planning consultancy we specialize in working with families, wealth builders, and the gainfully employed/affluent.
02. The Affluent & Tax Focused.
We know that life can be overwhelming, and sometimes it's hard to keep up with the financial side of things. That's where we come in: to help you optimize your wealth by offering a variety of innovative investment solutions that will help you achieve your goals. We assist you in building a solid foundation for your finances by helping you understand where your money is going, and then creating a plan that will help get you where you want to be for the rest of your life. We don't just teach you about saving and investing—we show you how to do it in real time so you never have to build great strategies on your own again.
03. Income Investors: Those Looking For Dependable Income For Life.
Silverling Financial is a company that helps you plan and defend your wealth. We believe in being responsible stewards of our client's money, and we're here to help you protect yourself, your family, and your hard-earned assets. We understand that everyone's situation is different—that's why we make sure to tailor our services to each individual client. Whether you're an executive with a six-figure salary or a medical professional wanting to save up for their kids' college education, we can help you achieve your goals.
Scope of Services
We offer our clients the opportunity to work with us in the way that best suits their individual needs and preferences. Offering both fee-based planning and per-product commission structures, we are attentive to cost and work with each client to determine the best avenue for each particular situation and asset strategy.
Read more about our approach here.
Some of the key areas in which we can serve you are:
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General Principles of Financial Planning
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Insurance Planning
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Investment Planning
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Income Tax Planning
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Personal and Business Planning and Analysis
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Retirement Planning
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Estate Planning
Initial meetings with us carry no cost and are a learning experience for both you and Silverling Financial. Contact us today and learn more about how we can help in your specific situation.
You’ll be glad you did.
- Securities and investment advisory services offered through Kestra Investment Services, LLC..
- Disclosure: This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Silverling and Securities America are separate entities.
- Series 7 and Series 66 Registered.
- Life, Health and Variable Products Licensed, including Long Term Care and Disability Insurance.
- Full-Service Wealth Management and Strategy Development.
- Member, Financial Planning Association of Central Ohio.