Our Products & Services
We advise; We educate; We plant the seeds in pursuit of a better financial future.
Wealth Management
One of the most important reasons you invest is so your money can grow for you. We work with you through every stage of your life to build a customized, personal plan that will best fit your needs to accomplish your goals. Investment options we offer include:
1. Investment Savings:
Mutual Funds
Fixed & Variable Annuities
529 College Savings
Advisory and Brokerage accounts
2. Retirement:
Pension Strategies
403(b) accounts
401(k) plans for companies
Traditional / Roth / SEP / Simple IRA
Death Benefit Plans
3. Legacy Planning:
Trust / Estate Planning
Wealth Transfer / Beneficiary Planning
Financial Wellness
A financial plan is a comprehensive document that includes details about your cash flow, savings, debts, investments, insurance and other elements of your financial life. We work with you to take the stress out of setting and prioritizing goals, and mapping out clear strategies for achieving them.
- Fee Based Financial Planning
- Debt / Budget Planning
Asset Protection
From life insurance to disability and long-term care, we focus on helping you protect what matters most. We provide coverage options for both individuals and families.
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Independent Advisor Partners (RIA)
Since Silver Grove is both an advisory firm and an SEC Registered Investment Advisor (RIA), not only can we assist individuals and companies with their financial goals, we can also assist other independent financial advisors and financial firms with their professional goals.
- Outsourced compliance
- CRM platform and secure storage