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Information Request

In our experience, we have found that there are several roadblocks — lack of goals, inappropriate investments, and procrastination — that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into six areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the “Submit” button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Information Request

Risk Management - Specific topic of interest:

Cash Management - Specific topic of interest:

Investment Planning - Specific topic of interest:

Retirement Planning - Specific topic of interest:

Estate Conservation - Specific topic of interest:

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Securities and Advisory Services offered through Geneos Wealth Management Inc., Member FINRA and SIPC (The materials at this web site are maintained for the sole purpose of providing general information about the law and do not under any circumstances constitute legal advice. You should not act or refrain from acting based on these materials without first obtaining the advice of professional legal counsel. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.) © Copyright 1998-2002 by Silverman Financial, Inc. All rights reserved. | Privacy Policy For comments and questions, please email marc@sfinancial.com