Our Philosophy

How We Work For You

We think this business can be fun, and we try to make it that way.  We also know you want someone you can trust, and we think we can best gain your trust when we are just being ourselves.  Therefore, when you arrive for a meeting, you may find us in shorts and flip-flops.  We occupy very unpretentious office space, which keeps our overhead low.  Simply put, we are casual.

As we’ve said elsewhere, we think financial planning is important to everyone, regardless of their level of income or the size of their investment accounts.  There are no minimums.

We use a structured, collaborative process to:

• Develop an objective financial plan to fit your specific needs
• Help you implement these plans or manage your investments
• Serve as a sounding board for you to discuss new ideas and financial issues as they arise

Our goal is to help translate your unique goals, values, and preferences into a tailored plan for managing and increasing your financial resources. As a result of working with Snider & Talbot, you will have a strategy to accomplish your financial objectives and goals. In addition, you will have our help as you work toward meeting and exceeding those objectives. When changes take place or something unexpected happens, you will have somewhere to turn for trusted advice.