Providing Guidance
With Snider Financial Group, you have found a financial partner dedicated to your best interests. We listen carefully to understand your unique needs and through our knowledge and experience provide you with independent advice and personalized strategies.
We practice holistic financial planning - a comprehensive approach that focuses on what you value most. Our objective is to help you fully explore and define your goals and then structure your resources so that you can pursue critical milestones throughout your financial life.
We operate with integrity and diligence as we help you accumulate and preserve your wealth.
Mission
Our mission is to provide you financial confidence using innovative strategies, while providing you a personal experience, all of which surpass your expectations.
Financial Confidence
We are a holistic financial planning firm. Our clients trust us to manage their entire financial wealth, knowing that we have the fiduciary responsibility to put their best interests first. We are rewarded when our clients become our most trusted and loyal advocates. Clients expect us to be their financial affairs navigator.
Innovative Strategies
Being independent, we have the flexibility to create strategies unique to our firm and our clients. We work to preserve and build your financial wealth while coordinating strategies with professionals across multiple disciplines. With our comprehensive wealth management system, we create customized plans and adjust your portfolio assets to improve the plan's probability of success.
Personal Experience
We are a private wealth management firm accepting limited new clients each year in order to maintain our superior client service and attention to every relationship. From the lobby to implementing our financial process, our client experience leads to multi- generational life-time relationships.
“The best investment you can make is an investment in yourself. The more you learn, the more you earn.”
WARREN BUFFET
The Five-Step Process:
From our initial meeting, we work closely with you through every step to chart a course toward financial freedom that is suited to your particular requirements.
1. Identify and Prioritize
We meet with you personally to learn about you and your family, which enables us to assess your current needs, risk tolerance and future goals.
2. Analyze and Evaluate
After we perform a detailed financial analysis, we establish suitable long-term objectives.
3. Strategize and Develop
We develop a selection of appropriate strategies and offer recommendations that are aligned with your vision.
4. Activate and Implement
After careful consideration, you decide the appropriate approach to take and we put your personalized plan into action.
5. Monitor and Adjust
We observe and analyze your changing situation and measure how it relates to your established goals.
The Ideal Balance in a Financial Specialist
Through our alignment with LPL Financial, the nation’s largest independent broker/dealer,* we bring you the research, technology, compliance and legal support a company of that size and scope can provide. And with our committed local advisor team, we are small enough to get to know and understand your needs on a personal basis.
*As reported by Financial Planning magazine, June 1996 – 2019, based on total revenue.
Our Promise to You
As a Snider Financial Group client, you can be confident we will:
Listen to you attentively
Communicate with you honestly and effectively
Treat you with the utmost care, courtesy and respect
Practice with the highest degree of ethics
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