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Strategic Guidance for Smart Decisions

Strategic Guidance for Smart Decisions

Silver Rock is a multi-generational family business that has been helping people achieve their financial goals for over 68 years. We believe that financial planning should be accessible to everyone. Most people will be able to meet their financial goals if they are guided by sound advice. The future you hope for is shaped by the advice you receive and the steps that you take along the way. It’s not just about making money, it’s about achieving a balance in your life so you can find more time to do the things that you want to do. One thing we don’t have more of is time. We tend to sacrifice what is important to us, time with family, time with friends, time for our passions and hobbies. Our mission is to help you feel more in control of your money and your life to make informed decisions that will allow you to achieve your goals.

Financial Planning

Our team of experts consists of Certified Financial Planners® and Investment Advisors to help you reach your financial goals throughout your life and retirement. 

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Wealth Strategies

Implementing a well-conceived, personalized investment strategy is vital in helping you reach your financial goals. 

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Risk Management

Years of experience have prepared us to help protect your family through the ins and outs of life's many changing events. 

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Our Clients

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Construction Firms

Construction Firms

Running a construction firm business can be all-consuming, leaving little time to plan for your financial future and your family’s security. Our work with construction firm owners has led to a deep understanding of the challenges you face, such as gaps in cash-flow and consistently saving towards retirement.  With this knowledge we can help you at every stage of your business from inception to retirement, helping you reap the financial benefits and tax advantages that ownership may afford. 

Personal Injury Attorneys

Personal Injury Attorneys

We recognize the financial and retirement planning challenges that attorneys face including high taxes, unpredictable income, and lack of succession or exit planning.  We help you with tax efficient strategies for retirement planning and tax advantaged investment vehicles for when you win that big case.  

Partnering with CPA's

Partnering with CPA's

With the complexities of today’s tax laws, our team believe it’s important we have open lines of communication with our clients’ CPAs.  With our client’s permission, we work with their CPA and use our combined advice to provide tax advantaged financial planning and investment strategies.

We currently work with several CPAs believing our work together is an extension of our outstanding client experience.   Please contact us if you are CPA and would like to meet the team to better understand our planning processes and how we can be extension of your firm

OUR LATEST ARTICLES

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