Broker Check

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