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Our Services

At Silver Rock Advisors, we offer many products and services. The most important thing we offer are ideas that will help those products and services work for you.

Products

Life Insurance

Disability Income Insurance

Disability Buy/Out Insurance

Long Term Care

Long Term Group Disability

Short Term Group Disability

Group Life

Mutual Funds

Multi-Manager Investment Advisory Program

Fixed Annuities

Variable Annuities

Retirement Plans:

Pension, Profit Sharing, 401(k), SEP, Simple Plans

IRA's: Traditional, Roth Nondeductible

College Funding Strategies


Services

Retirement Income Planning

Retirement Distribution Analysis

Education Funding & Planning

Estate Planning

Investment Management

Asset Allocation Planning

Life Insurance & Disability Income Planning

Budget Analysis

Cash Flow Analysis

Tax Analysis

Business Valuations

Employee Benefit Analysis

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

lalmeida@financialguide.com |  (888) 959-5169