Broker Check

Our Services

Silicon Valley Financial Group specializes in Business Planning for start-ups, emerging, and high growth companies and Personal Planning for executives, employees and individuals. Our new clients are referred to us from satisfied customers and our strategic alliances with CPA’s, Attorneys, Key Executives, and company board members.

Our expertise in Business and Personal planning has created engagements that range from strategizing and designing customized employee and executive benefits to assisting individuals and young families to learn how to save for a rainy day. We come along side corporate officers and business owners with creative approaches to attract and retain employees as well as managing strategies for their personal wealth. The fabric of who we are is driven by our tremendous satisfaction in helping others make their dreams a reality. Our greatest strength is the caring hands on personal touch we provide to each and every client we serve.

•    We Analyze............ Before we diagnose, we ask a lot of questions!
•    We *Recommend..... What is appropriate for each individual client.     
•    We **Implement....... Your desires after thorough education!
•    We ***Stay with you... At a minimum annually to make certain your plan is on track.

*Recommend - Post plan delivery; The producer's relationship with the client during post-plan
deliver is as a registered representative and not as a fee-based financial planner.
**Implement - The client is free to implement the plan recommendations with whomever he/she
chooses.
***Stay - Monitor; Periodic reviews or updates require a new agreement and may be subject o
additional fees.


We believe that real integrity is doing the right thing, knowing that no one is going to know whether we did it or not.

Our goal is to give our clients what they would expect if they knew it existed.

At Silicon Valley Financial Group, we provide expertise in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational Funding
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax reduction strategies
  • 401k Planning
  • 403b Planning
  • College Funding Plans
  • Estate Plans
  • Money Management Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance