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

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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

Do You Feel Lucky?

Do You Feel Lucky?

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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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