Broker Check

Products & Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, which may take the worry out of investing, insurance, estate conservation, and preserving wealth.

We understand the challenges of retirement today and know the biggest concern for many is outliving money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Analysis and Wealth Consulting

Strategic Objective Analysis & Consulting

Retirement Income Analysis & Consulting

Estate & Inheritance Analysis & Consulting 

Cash Flow Analysis & Consulting

Net Worth Analysis & Consulting

Investment Analysis & Consulting

Insurance & Other Protection Analysis & Consulting

Self Directed 

Strategic Wealth Management 

Strategic Objective Wealth Management

Estate & Inheritance Planning & Consulting 

Customized Strategic Objective Focused Investment Strategy

Tactical & Strategic Allocation

Active Investment Monitoring & Research

Cash Flow Analysis & Consulting

Net Worth Analysis & Consulting

Insurance & Other Protection Analysis & Consulting

Fiduciary Relationship  

Team Based Approach

Brokerage Services

Strategic Objective Analysis & Consulting

Retirement Income Analysis & Consulting

Estate & Inheritance Analysis & Consulting 

Cash Flow & Net Worth Analysis & Consulting

Investment & Insurance & Other Protection Analysis & Consulting

Self Directed 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kimdurbin@silverpinewealth.com  |  (208) 667-5198