Helpful and suitable to people of all income and wealth levels.
Objective, fee-only, and without a sales pitch.
Tailored to meet your specific situation and needs.
Welcome to Snider & Talbot Financial Planning
We are a fee-only financial planning firm that puts your interests first. We love what we do, and believe financial planning should be available to everyone, regardless of their financial means.
The services we provide include:
- Comprehensive financial planning, including retirement planning
- Investment recommendations
- Social Security claiming strategies
- Retirement cash flow planning with tax considerations
- Ongoing management of investments in an Assets Under Management (AUM) program
- Planning for college education
Our approach is informal and casual. There’s none of the stuffiness you’ll find in other financial planning firms. We want you to be comfortable with us.
As a fee-only financial planner, and a member of the Garrett Planning Network, you’re charged only for the time we spend. Unlike many other financial planners, none of our compensation comes from commissions, sales loads or other fees on the funds we recommend, thus eliminating these potential conflicts of interest. We’ll provide an up-front quote after our Get-Acquainted meeting so that there are no surprises along the way.
Most people find that there are many things more pressing or of interest than managing their finances. But most people also realize that the decisions you make and the plans that you put in place today can and will affect your flexibility, freedom, and peace of mind in the future.