Silversage Advisors - Irvine, California

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Silversage Advisors: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Silversage Advisors stands as a reputable and accessible resource. Located at 19200 Von Karman Ave STE 370, Irvine, CA 92612, United States, and reachable at 8889697500, Silversage Advisors offers a personalized approach to wealth management and strategic financial strategies. Their website, silversageadvisors.com, serves as a central hub for information and scheduling appointments.

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About Silversage Advisors

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Silversage Advisors is a dedicated firm specializing in providing comprehensive financial planning services. They cater to a diverse clientele, including retirees, pre-retirees, and high-net-worth individuals. The firm’s philosophy centers around building long-term relationships based on trust, transparency, and a deep understanding of each client's unique financial goals and circumstances. Their team of experienced advisors works collaboratively to develop tailored strategies encompassing retirement planning, investment management, estate planning, and tax optimization. A core element of their service is a holistic approach, considering all facets of a client’s financial life to ensure cohesive and effective planning.

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Key Features and Services

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• Retirement Planning: Silversage Advisors excels in crafting robust retirement plans designed to maximize savings and ensure a comfortable lifestyle during retirement. They analyze current financial situations, project future needs, and recommend strategies such as Social Security optimization, 401(k) and IRA management, and income distribution plans.

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• Investment Management: The firm offers personalized investment management services, constructing portfolios aligned with clients’ risk tolerance, time horizon, and financial objectives. They utilize a range of investment vehicles, including stocks, bonds, mutual funds, and ETFs.

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• Estate Planning: Recognizing the importance of legacy planning, Silversage Advisors assists clients in establishing wills, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes and minimize potential estate taxes.

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• Tax Optimization: They provide proactive tax planning strategies to help clients minimize their tax liabilities and maximize their after-tax returns.

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• Financial Education: Silversage Advisors believes in empowering clients with knowledge. They offer educational resources and workshops to enhance financial literacy and promote informed decision-making.

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Accessibility and Amenities

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Silversage Advisors is committed to providing a comfortable and accessible experience for all clients. The office is wheelchair-accessible, featuring a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure dedicated attention and personalized service. Clients appreciate the firm’s commitment to creating an inclusive and convenient environment.

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Client Feedback and Reputation

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Silversage Advisors has garnered positive feedback from its clients, as evidenced by their 1 review on Google My Business, with an average opinion of 5/5. This demonstrates a strong commitment to client satisfaction and a dedication to delivering exceptional service. The consistently high ratings reflect the firm’s professionalism, expertise, and client-centric approach. Clients frequently commend the advisors’ responsiveness, trustworthiness, and ability to translate complex financial concepts into understandable terms.

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Contact Information & Scheduling

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To schedule an appointment or learn more about Silversage Advisors and their services, please contact them at 8889697500 or visit their website at silversageadvisors.com. Their address is 19200 Von Karman Ave STE 370, Irvine, CA 92612. We encourage prospective clients to reach out to discuss their individual financial needs.

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"summary": "Silversage Advisors is a dedicated financial planning firm providing personalized retirement, investment, and estate planning services with a strong commitment to client satisfaction and accessibility.",
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