Silver Transitions Financial & Insurance Solutions

Silver Transitions Financial & Insurance Solutions Silver Transitions is a San Francisco Bay Area financial firm serving business owners, executives an

Since 1937, Silver Transitions has sought to bring clarity, organization, and simplicity to financial legacy planning. We are here to help our clients think about the future of their families, businesses, and estates and help create certainty that they are on the right path. At Silver Transitions, we put not only our own considerable experience to work on your behalf, but also the knowledge of the

elite team of Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you. Once your objectives are clear and you have good plans for achieving them, we can help with ongoing implementation, monitoring, and updating as your objectives expand. OUR CLIENTS
- Are focused on what they can do for their businesses, families and communities
- Have more responsibilities and opportunities than time
- Hate to waste time, pay taxes, or just see where life takes them

OUR PROMISE
- To stay focused on advancing our clients’ most important objectives
- To expand our capabilities as the environment and our clients’ goals evolve

Follow these steps to ensure the long-term survival of your business…
08/31/2018

Follow these steps to ensure the long-term survival of your business…

Many business owners mistakenly believe that succession means finding one strong candidate to take over the role of the retiring leader.

This article is about the family ownership dramas that roil the NFL…
08/29/2018

This article is about the family ownership dramas that roil the NFL…

Vaulting ambitions, shifting allegiances, dynastic dreams—like any high-stakes family business, NFL team ownership can be riven by rivalries, competition and succession struggles. In an era of soaring franchise values and intense public scrutiny, internal feuds that foster instability and uncertai...

08/27/2018

Monday Motivation: "Success is just a never-ending process of trying to become better and better at whatever you want." - John Traver

Here are some retirement-plan investing mistakes people don’t realize they are making…
08/24/2018

Here are some retirement-plan investing mistakes people don’t realize they are making…

The biggest retirement-investing mistakes are easy to avoid. It's the ones 401(k) investors don't even know exist that can be more dangerous.

08/20/2018

Monday Motivation: "Arise, awake, and stop not till the goal is reached." - Swami Vivekananda

New research predicts that the new tax law will reduce charitable giving by 4%. Take a look…
08/17/2018

New research predicts that the new tax law will reduce charitable giving by 4%. Take a look…

New research predicts the new tax law will reduce charitable giving by 4 percent.

08/13/2018

Monday Motivation: "The function of leadership is to produce more leaders, not more followers." ~Ralph Nader

Baby boomers are the wealthiest generation in American history and they're about to pass down those riches over the next...
08/10/2018

Baby boomers are the wealthiest generation in American history and they're about to pass down those riches over the next few decades. Take a look…

Your estate might not be as large as you had hoped if you don't take the right planning steps.

08/06/2018

Monday Motivation: "People often say that motivation doesn’t last. Well, neither does bathing - that’s why we recommend it daily." ~Zig Ziglar

If you had a late start in retirement planning, here are 3 ways to recover…
08/03/2018

If you had a late start in retirement planning, here are 3 ways to recover…

Even if you have nothing in your 50s, you still have enough time to significantly improve your retirement prospects, if you're willing to start taking serious steps now.

07/30/2018

Monday Motivation: "Success is within someone’s own well-being. It’s having a passion." Adam Vanunu

Address

425 Market Street, Ste 1610
San Francisco, CA
94105

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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