Silverlight Financial

Silverlight Financial Silverlight Financial operates on a foundation of honesty, integrity, and hard work a firm commitment to objective and conflict-free financial advice.

As a seasoned advisor (14 + years) and a past federal employee I was driven to start a totally Fed Focused firm. My vision is to provide a reliable and comprehensive source for feds to learn about, prepare for and manage their retirements. While we believe our comprehensive services to feds are substantial and unsurpassed in our industry, we are intent on creating a relationship-based, boutique st

yle atmosphere, for our federal family. Behind the name – Silverlight Financial. Vince Lombardi once said, “Perfection is not attainable, but, if we chase perfection we can catch excellence.” Silver (in Silverlight) represents a standard of excellence and pursuit of perfection. The Light in Silverlight represents guidance, leadership, direction and education to all federal employees. Lighting a path, to help feds pursue their federal retirement dreams. Enlightenment is offered through, workshops, seminars, webinars, writing columns for multiple sites and providing free/no obligation, Federal Retirement Readiness Reviews (FRRR).

• “Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC." www.finra.org and www.sipc.org

• "Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

• The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: {AZ, CA, CO, CT, DC, FL, IL, KS, KY, MD, MI, MO, NM, OH, OK, TN, TX, VA, WA}

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
06/24/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/22/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
06/19/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
06/17/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

06/15/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

06/12/2026

The average college senior graduates with credit card debt. How will your kids manage money?

Learn more about whether you need to pay estimated taxes.
06/10/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Could your portfolio benefit from a zero-coupon bond?
06/08/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The savings rate is the government’s estimate of how much U.S. households are saving.
06/05/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Renter? Think you’re covered by the owner’s insurance? Do a double check.
06/03/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Address

500 SW Market Street Ste E
Lees Summit, MO
64063

Opening Hours

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

Telephone

(816) 524-1515

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