Products & Services
At Silverlake Wealth Management, we provide assistance in the following areas:
Investments
- Bonds
- Common Stocks
- Brokerage Accounts
- Government Securities
- Treasury Notes
- ETF's
- Model Portfolio's
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
Financial Planning
- Retirement Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Social Security Planning
- Planning Scenarios for Choosing State Residence
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning
- Tax Return Preparation
- Individual Tax Preparation and Planning
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
- Relocation Tax Issues