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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

*Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC Registered Investment Advisor. Insurance Services offered through Real Wealth Insurance Services, LLC (RWI). The Silbernagel Group, Inc. and RWI are independent of CIS and CAM.
**Tax and legal services provided by independent attorney and accountant.