A Unique and Proprietary Online Estate Planning Experience
Let's face it - estate planning is nothing new. In fact, it has been around for centuries in one form or another. What is different is that we now live in a digital age where most segments of our lives are dictated and driven by Internet technology. Silver Rock steps outside the box of ordinary estate planning to offer something very special and innovative. Silver Rock is without a doubt the best and the first in providing high net worth individuals with unique virtual estate and high-end life insurance planning.
As a leader in cutting-edge Internet based estate planning we are the only firm in the country and perhaps in the world that makes available such a secure and proprietary online experience. As always, for our clients who wish to have their estate plan completed in a more traditional manner, we have Team Members across the country who are prepared to meet with you in person.
Silver Rock Partners works closely with those who have accumulated substantial and diverse financial assets to better manage all phases of estate planning. Our dedicated firm has expertise in high-net-worth insurance, estate planning and insuring those with foreign national status in a decisive and effective manner. Successful individuals and business owners trust our level of commitment. Silver Rock Partners provides innovative and solution driven high-end insurance products and tax efficiency planning for discerning clients. By coordinating with accountants and law firms as well as other advisers we deliver the best solutions possible. Talk with our firm today and ask about our virtual estate planning. We are here to assist you in achieving your objectives.
Experience the Best in virtual technology
We are the only firm to offer a unique online Virtual Estate Planning Analysis
We invite you to view our innovative technology | view a sample plan now
We leverage technology to make your life easier
click here for convenient estate document upload
Virtual Estate Plans | Extraordinary Insurance | Tax Efficiency
Experience The Difference | Enjoy The Rewards
High-Net-Worth Estate Planning
Those in search of a high-net-worth insurance policy expect the best. Silver Rock Partners offers tax efficiency solutions, succession planning, survivor life and second-to-die coverage for those with unique high-net-worth insurance planning requirements.
Virtual Estate Planning
Silver Rock Partners has the ability to leverage online technology to take clients through the initial estate planning process completely online. Once clients are comfortable and confident with this stage of estate planning they can then schedule a meeting in person.
solutions For The Uninsurable
There are instances and many unique cases where an individual is considered to be uninsurable primarily because of health related issues. Silver Rock Partners cuts through the conventional wisdom to help those who require insurance to find a suitable product.
insurance for foreign nationals
Foreign nationals who own sizable assets and who have significant estate tax issues turn to Silver Rock Partners for estate tax planning solutions. Work with a trusted insurance firm that understands estate tax issues that are the result of owning substantial assets.
Here is What People are saying about Silver Rock Partners
Alston & Bird, LLP
“When it comes to foreign national related issues few insurance firms can compare to Silver Rock Partners. I am the lead attorney in international affairs with Alston & Bird and have been doing business with Ron and his father before him for over 25 years. There is really no one better in the industry for solving complex foreign national issues and challenges. Ron has been instrumental in assisting me with my international clients regarding tax efficiency, insurance and estate planning matters. Thank you again!”
Robert C. – Wash, DC International Affairs Counsel
Big 4 Accounting Firm
“As an experienced CPA, I have been extremely satisfied with the role that Silver Rock Partners has played in establishing life insurance protection for me and my family over the past 15+ years. As a member of our family’s multi-disciplinary team, Silver Rock Partners developed a plan that was responsive to both our near term needs as well estate planning needs.”
Matthew B. ~ New York
Recently Retired Senior Partner
Leading Nationwide Insurance Firm
"My experience with Silver Rock has been truly fantastic. With over 45 years as a noted top producer in the insurance industry providing ultra-high-net-worth estate planning I can say that Silver Rock is one of the best in the industry. Ron is genuinely dedicated to expertise and professionalism when it comes to the client’s best interest. Having worked with Ron for nearly a decade our personal friendship of 35-years is priceless to this day. I understand the industry and have worked with exclusive CPA firms, sophisticated platforms and tax efficiency. That said, I would recommend Ron and Silver Rock without hesitation."
Stephen W. - Leading Nationwide Insurance Firm
International Purchase Systems, Inc.
"Silver Rock has handled my estate planning and my family's life insurance protection for close to three decades. Most recently, Ron's team completed an intricate and robust estate plan that was perfect from start to finish. Silver Rock worked closely with our family's legal representation and has always exhibited remarkable attention to detail. As an internationally respected business owner, I solidly recommend the outstanding high-end estate planning offered by Silver Rock. In a word - Excellent!"
Michael B. - NY/ Miami, President - IPS, Inc.
Explore Your Options today
We bring years of dedicated experience to the table when it comes to multiplying wealth with unique and powerful life insurance resources. Knowing how to leverage life insurance to your advantage and growing a legacy has never been more intuitive. We offer our success minded clients the following:
· Tax Efficiency Strategies / High Net-Worth Planning
· Improved Coverage On Existing Plans For Less
· Exclusive Rated Life Insurance Policies
· Options And Solutions For The Uninsurable
· Survivor Life And Succession Planning
· Expertise in helping Foreign Nationals
· Call Today For Additional Opportunities …
Discernment and trust
Silver Rock Partners is known throughout the industry for providing guidance and extraordinary solutions for exclusive and high-end insurance product planning. The insurance industry is a fluid and dynamic market that requires the skill, knowledge and expertise of focused insurance professionals. We deliver in this regard. Ongoing wealth preservation and ongoing financial success calls for working with a life insurance adviser who gets it! Schedule an expert consultation today!
We are an independent life insurance brokerage agency with your long-term success in mind. From wealth transfer concepts to multi-generational wealth planning, high net-worth clients trust and respect the financial acumen of our established firm.
Silver Rock Partners believes that a reputation is earned and never given. We pride ourselves on maintaining a level of confidentiality and professionalism that is simply beyond compare. As a bonus we are the only firm to offer virtual planning technology. Try it now!
Schedule a confidential consultation today with Silver Rock Partners and achieve extraordinary results in creating and maintaining wealth. We assist our clients in attaining remarkable financial milestones each and every day.