Silverman LeGate and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Larry D Silverman

Larry D Silverman

CFP®, CPA, APMA®

Financial Advisor

Visit Larry D Silverman's website
Amy Legate

Amy Legate

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Legate's website

Team

Sue Jackson

Sue Jackson

Client Relationship Manager