Broker Check


Ron Silva

(925) 301-4078

 
Estate Management 101

Retirement represents a major financial transition.

That’s why it’s important to find the right retirement advisor—a professional who can give you the time, care and insight you need.

If you are retiring or leaving your job, you should consult with an IRA specialist before you roll over your retirement assets. With over 15 years of experience, I know the steps one can take to help make retiring easier.

I look at the lifestyle you want and then look to see that you have the pieces in place to help you retire as you have envisioned. 



Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Comparing Mortgage Terms

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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