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500 SW Market Street, Suite C, Lees Summit, MO 64063

Our Team Approach Understanding Your Goals An Approach Designed for You

Help Feds Understand Their Complex Retirement Systems 

Get the most from ALL Federal Retirement Income Benefits

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Federal Retirement Readiness Review 

We Donate (up to) 8 one-on-one reviews each week.  Learn if you are on track to the retirement you desire. 

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Fed Focused Advisor (FFA) 

A Specialist in the Field of Federal Retirement Planning and Management!

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Our Mission - Help Federal Employees Transition to Early and Secure Retirements

Silverlight Financial is an innovative and collaborative advocate for Federal Employees (CSRS and FERS) concerning their future or current retirement needs.  We're uniquely qualified to guide Feds through the confusion of federal income benefits.  

Our relentless research, fact finding missions and interviews allow us to remain a top (federal employee) retirement planning resource.  Silverlight Financials commitment (to Federal Employees Retirement success)  leads many to seek our assistance in helping them understand and utilize their guaranteed retirement income sources and develop Top-Notch pre and post retirement plans.

The hardest thing for many Federal Employees to envision is when they can realistically and comfortably retire.  We help Feds pursue the "RIGHT RETIREMENT DATE",  by walking them through our Retirement Readiness Review.  It allows us to adhere to the "Goldilocks" principal.  Not to soon, not to late, but, just right!  Federal Employees we help are often surprised to learn they can retire 3, 4 or even as much as 8 years earlier than they expected.  

Despite industry trends, we provide FREE / NO OBLIGATION, Retirement Readiness Reviews, via phone or in person.

We direct our clients to properly position retirement nest eggs for growth while implementing strategic practices designed to reduce risks.  Finally, we guide Feds in financial planning efforts constructed to generate the income needed to last a lifetime.




Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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