Broker Check

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

It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Help Feds Understand Their Complex Retirement Systems 

Get the most from ALL Federal Retirement Income Benefits

Learn More

Federal Retirement Readiness Review 

We Donate 5 individual reviews each week.  This is a free (no-obligation) tool to help you learn if you are on track to achieve the retirement you desire. 

Learn More

Your Advisor Choice is Crucial 

Are They Knowledgeable About and Dedicated to Federal Retirement Planning and Management?

Learn More


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

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

View all articles arrow

A Look at Systematic Withdrawals

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow