Welcome to Silverlake Wealth Management
Our company is dedicated to meeting our client’s financial challenges head on and to lift the burden of dealing with the complexities of personal finance and investing. We align our interests with those of our clients as we are an independent locally owned financial advisory practice and deliver only unbiased objective advice. We seek the opportunity to present the value of our custom-tailored planning and to help simplify our clients’ financial lives. We measure our success not only in results but in the loyal relationships we establish with our clients and the positive impact we can make in their lives.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.