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Our Services

Since 1953 Silicon Valley Financial Group has specialized in personal, estate, and small business financial planning. We collaborate with our clients to help them meet their financial goals and gain confidence in retirement. Our process is specifically designed to maximize your wealth and help achieve financial security for you, your family, or your small business. Whether you are an individual, family, or small business, you need the personal financial strategy to help you achieve your ideal financial plan to:

  • Minimize financial risk as your wealth is created, managed, and distributed.
  • Reduce or minimize your income taxes.
  • Build diversified investment portfolios to help meet your short, mid and long-term goals.
  • Conserve, improve and properly distribute your wealth.
  • Plan for college funding, weddings, special needs, etc.
  • Assist with small business planning and employee benefits.

Our goal is to provide our customers with a high level of service by exceeding their expectations.

We are driven by our tremendous satisfaction in helping others make their dreams a reality. With the length of time we have been in business, our dedication to customer service, and the family like atmosphere at SVFG, we have been very fortunate to work with many multi-generational clients. Our first client from 1953 has since passed, but we continue to work with his children, grandchildren, and great grandchildren on their financial planning needs.

The Foundation of Our Process:

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


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

Financial Planning

  • Retirement Plans
  • Tax reduction strategies
  • 401(k)/403(b)/457 etc Planning
  • College Funding Plans
  • Estate Plans
  • Money Management Strategies
  • Money Purchase Pension Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Group Dental Insurance
  • Group Vision Insurance
  • Group Ancillary Insurance
  • Group Pet Insurance