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Our Process



Our primary responsibility is to understand the things that are important to you and how you prioritize them. At our first meeting we will begin to gain a clear understanding of your values, concerns and objectives. Generally, we will also review your current situation and planning and provide a written analysis and financial projections. If we discover conflicts and problems we collaborate with your circle of advisors and can then help you implement and follow up on your course of action.

At Silver Transitions, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of Nautilus Group professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Crystallize Objectives
For your family, business, community, & self so that you can create a legacy to be proud of.

Review Current Position & Plans
Including your Estate plan, Statement of Investment Policy, Life Insurance plan, & Business buyout agreements.

Identify Risks and Opportunities
Risks such as living too long, dying too soon, & getting sick, and opportunities such as starting or expanding your business, creating a secure retirement, providing your kids and grandchildren with great educations, and helping the world.

Review Alternate Ideas
We discuss strategies for trusts, wealth protection, partnership buyout agreements, life insurance, and asset allocation.

Create a Written Plan of Action

Implement and Monitor
As you and your world evolve, we are here to help you to keep your plans relevant.

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The Nautilus Group® as well as its member agents and employees do not provide tax, legal, or accounting advice.

Proudly Serving Families and Business Since 1937

425 Market Street, Suite 1610 - San Francisco, CA 94105
Phone: (415) 839-9640 - Email: info@silvertransition.com

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Disclosure

Ralph Sklar is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0B49193), CO, CT, FL, MA, NV, NY, OR, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Ralph Sklar is licensed and authorized to offer insurance in California, but Silver Transitions Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

Ralph Sklar is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 425 Market St Ste 1600, San Francisco, CA, 94105, 415-839-9640. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, MA, NY, OR, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Ralph Sklar is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, MA, NY, OR, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Silver Transitions Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Silver Transitions Financial & Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

425 Market St Ste 1610

San Francisco, CA 94105

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Get in Touch

(415) 839-9640
info@silvertransition.com
  • About Us
    • Our Planning Team
    • Our Community Involvement
  • Our Expertise
  • Professional Resources
  • Our Process
  • Newsletters
  • Contact Us
  • Client Login

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