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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

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Budget Check Up: Tax Time Is the Right Time

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

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Power of Compound Interest

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Junk Drawer Approach to Investing

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

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