Financial Services We Provide

A highly personalized financial planning firm, Snider Retirement Strategies specializes in providing comprehensive financial planning, insurance services, tax services, and estate planning to assist clients in achieving their retirement goals. Our ability to provide the many facets of financial and retirement planning is convenient and provides our clients the confidence to know that they have one firm to contact to handle all their needs.

Financial Planning and Wealth Management

Snider Retirement Strategies assists high net worth individuals, small businesses, and families with unbiased, independent investment advice. We provide private asset management with the goal of maximizing portfolio returns while minimizing risk.

Whether your goal is to build or preserve your wealth, we recognize the importance of experience and objectivity in creating a financial plan customized for you. Our happy family of clients consist of long-term relationships built on integrity and trust.

Insurance Services - Strategies to Minimize Risk

We provide an objective analysis as part of our comprehensive financial plans to account for various types of "What if" scenarios. In minimizing your risk of running out of money, it is important to ask questions such as: "What if you become disabled and cannot work?" or "What if your significant other dies prematurely or needs specialized nursing care?"

Planning for these unexpected misfortunes can make or break your entire financial future. Some people do not understand why they have insurance or what it can do for them in that "what if" scenario. As part of the planning process we make sure that you are adequately protected and that the premiums paid are less than or equal to the coverage and service received.

Estate Planning - Thinking of Your Legacy

How will people remember you? Our high net-worth clients often desire to donate their assets to their favorite charity, foundation, or heirs upon their passing. How can you transfer your wealth to your heirs while minimizing taxes paid by your estate?

Tax Planning - Learn How You Can Save

Each client is provided an understanding of their tax situation for financial planning purposes. Sometimes clients do not know where they can save on taxes. Our team consists of in-house Certified Public Accountants who are experienced professionals in tax planning and tax returns.

Other Strategies

Sometimes our clients wish to participate in more sophisticated planning strategies such as business continuation planning, buy/sell agreements, and lump sum distributions. Each client is unique and that is why we scrutinize the composition of your assets and liabilities to create a comprehensive strategy.