OUR MISSION

EFFECTIVE RELATIONSHIPS BETWEEN INVESTORS AND ADVISORS ARE BUILT ON TRUST.

Who We Are

Our Employees, Members and Referral Partners include Financial Advisors, CPAs and Accountants, Estate Planners, Insurance Professionals, Income Planning Professionals, Tax Attorneys, Realtors, Mortgage Brokers and various other Financial Services Practitioners.

 

What We Do

We provide a wide range of financial advisory services from Retirement Income Planning, Estate Planning, College Planning, Business Exit Planning, Risk Management, and many others.

 

We believe in “The Rule of 100”

At all times our focus is educationally based. Our clients must understand all sides of the choices they make.  ‘Chasing returns’ rarely turns out well.  The client must understand risk, taxation, the effects of volatility, and guarantees, if any. We believe a well-informed client makes better choices.

 

Our Pledge

Silber Bennett and it’s advisors commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior financial advisory and planning. Remaining responsive to the needs of our clients in an ever-evolving and constantly changing financial environment is our continuing challenge.

 

Mission Statement

Our business is people and their financial well-being. Therefore, our clients always come first.

 

  • Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.
  •  We must communicate with our clients clearly and frequently.
  •  Our investments and services must be of superior quality.
  •  Teamwork – cooperating with and providing assistance and support to our fellow associates – is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction.
  • Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques.
  • We must give something back to the communities in which we live and work.
Services
Resources

Experience the Difference

Our Clients

SilberBennettIns.com © 2017 | All Rights Reserve | Privacy Policy

3020 Old Ranch Parkway, Suite 300G Seal Beach, CA 90740 | (800) 638-2153 | www.SilberBennettIns.com

Website & Hosting by: The Jaspen Corporation © 1999-2017