Roger A. Silvera, LUTCF® FSCP ® CLTC ®'s Linkedin Analytics

Hi there, I'm Roger. In my career, what drives me to help my clients is to help them realize their most important goals and objectives. Over the years, I have developed strategies for my clients to help them grow and protect their money and feel peace of mind in their financial goals and objectives. That's what drives me. In working with successful senior executives nearing retirement, I understand the unique financial situation that you have. In that, my job is to guide you to reaching your goals with a review of the potential roadblocks and costly mistakes that are derailing individuals nearing retirement from securing the life they desire. We also work together on looking at preserving your wealth for the people you love. Throughout life, we all have to make tough decisions with money. It's helpful when you aren't making those decisions alone. My job is to listen carefully and be a guide for you. I offer a variety of solutions that can help you meet a number of insurance and financial needs, including, but not limited to retirement strategies, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither Compass Financial Pathways LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Compass Financial Pathways LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. CA ins lic #0E64535. Registered Branch Address: 3000 Bayport Drive, Suite 1100 Tampa, FL 33607 (813)546-1876 *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.