Mark is a widely recognized leader in the Tucson financial planning & advisor
community, having served on the local Financial Planning Association (FPA) board.
He is also an active member of the Foothills Club of Tucson (FCT), Caballeros del Sol
(CABS), Southern Arizona Estate Planning Council (SAEPC), REAP (Real Estate &
Allied Professionals), and the Winers & Diners. He currently serves on the Finance
Committee for Habitat for Humanity and is a past Board Member of the Mountain
Oyster Club. Mark is an alumni Honorary Commander and was appointed to the
355th Munitions Squadron at Davis-Monthan Air Force Base. He is currently a
member of the Desert Thunder Squadron which allows him to continue to support
and be a voice in the community with the knowledge gained as an Honorary
Commander in order to support the men, women, families, and mission of Davis Monthan Air Force Base. He hosts both a radio show and a podcast called, $aving
With $ilverman, focusing on financial and retirement planning, as well as, investing.
His radio show can be heard on AM 790 KNST every Saturday and Sunday at 3:00
p.m. as well as every Saturday at 10:00 a.m. and every Sunday at 1:00 p.m. on 1030
KVOI AM and his podcast is available on all the major platforms.
Mark Silverman, CFP® specializes in a holistic, client-centered form of financial
planning. Mark believes that understanding a client’s history is critical to knowing
the client and setting appropriate goals. Financial planning can be a brilliant
process, but it is only as good as the targets that are set. And, we can’t establish
the right targets unless we ask the right questions. Biographical questions help you
to gather information about the client’s past and present life that will give you clues
concerning the following:
• Background—family and work history
• Past experiences that consciously or unconsciously influence current
financial beliefs and behaviors
• Current family circumstances and responsibilities
• Current transitions with financial implications
• Transitions likely to be experienced in the future
• Fears and concerns
• Values and priorities
• Plans and dreams
A successful Financial Life Planning® practice is built on asking the right
questions. That is because good communication is more about listening than it is
about talking. The goal of Financial Life Planners is to really get to know their
clients in order to tailor their advice to each individual’s circumstances, goals, and
values. To this end, Financial Life Planners will continually seek to perfect their
inquiry skills. Our Financial Life Planning process will help you get to the heart of
your values and priorities, and create a framework to align your financial plan with
your life goals.
