On-going comprehensive financial planning

Silvo Planning values the long-term relationship and level of trust that develops between the client and advisor and we work hard to earn and keep that trust. We meet at least quarterly with our clients to review all areas of their financial lives. Silvo Planning keeps overhead low by having a virtual model. We conduct most of our meetings remotely via web meeting, or telephone call. We will also meet in-person at the client's home, place of business or worship, a public library, or even a vacation property, because we realize the importance that a face to face interaction can have. Meeting appointment times that work with busy schedules, including evenings and weekends are offered. While most Silvo Planning clients are located in New York State, we do have clients throughout the country.

The fee for this service is $100 per Tax ID Number per month, excluding minor children.

  • Business Planning

  • Cash Flow & Debt Managment

  • College Savings

  • Employee Benefits Optimization

  • Estate Planning

  • Financial Goals

  • Insurance & Risk Management

  • Investment Analysis

  • Retirement Planning

  • Tax Preparation and Planning

Personal Tax Return Preparation

Silvo Planning will also prepare basic tax returns for individuals who have not yet signed up for our on-going comprehensive financial planning. The fee for this service ranges from $300 - $600 per return depending on complexity.

Project-Based Financial Planning

For DIY-ers, those who want a second opinion, or those who want to test the waters, Silvo Planning offers a project-based financial planning service. The fee for this service ranges from $1,200 to $4,800 depending on the scope of work performed.