Thanks for listening to Saving with Silverman at 3pm on Saturdays and Sundays on KNST AM 790!
Mark is a widely recognized leader in the Tucson financial planning & advisor community, having served on the local Financial Planning Association (FPA) board. He is also an active member of Caballeros del Sol (CABS), Southern Arizona Estate Planning Council (SAEPC), REAP (Real Estate & Allied Professionals), and the Winers & Diners. Mark is a member of the Cornerstone Study Group. He currently serves on the Finance Committee for Habitat for Humanity and is a past Board Member of the Mountain Oyster Club. He is a member of DM50, a nonprofit, volunteer group that advocates for Davis-Monthan Air Force Base and its airmen. Mark is an alumni Honorary Commander and was appointed to the 355th Munitions Squadron at Davis-Monthan Air Force Base. He is currently a member of the Desert Thunder Squadron which allows him to continue to support and be a voice in the community with the knowledge gained as an Honorary Commander to support the men, women, families, and mission of Davis-Monthan Air Force Base. He hosts a radio show and a podcast called, $aving With $ilverman, focusing on financial and retirement planning and investing. His radio show can be heard on AM 790 KNST every Saturday and Sunday at 3:00 p.m. His podcast is available on all the major platforms.
Mark Silverman, CFP® specializes in a holistic, client-centered form of financial planning. Mark believes that understanding a client’s history is critical to knowing the client and setting appropriate goals. Financial planning can be a brilliant process, but it is only as good as the targets that are set. And, we can’t establish the right targets unless we ask the right questions. Biographical questions help you to gather information about the client’s past and present life that will give you clues concerning the following:
- Background—family and work history
- Past experiences that consciously or unconsciously influence current financial beliefs and behaviors
- Current family circumstances and responsibilities
- Current transitions with financial implications
- Transitions likely to be experienced in the future
- Fears and concerns
- Values and priorities
- Plans and dreams
A successful Financial Life Planning® practice is built on asking the right questions. That is because good communication is more about listening than it is about talking. The goal of Financial Life Planners is to really get to know their clients in order to tailor their advice to each individual’s circumstances, goals, and values. To this end, Financial Life Planners will continually seek to perfect their inquiry skills. Our Financial Life Planning process will help you get to the heart of your values and priorities, and create a framework to align your financial plan with your life goals.
Contact Mark Silverman at https://silverman-associates.com/
https://silverman-associates.com/saving-with-silverman-podcast