Financial Planning for Everyone – No Minimums

We have a strong belief in the value of financial planning for everyone, regardless of their age, their level of income, or the value of the assets they have.  This may be more true, in fact, for people with fewer assets than for people with a lot of money.  That’s why we don’t believe in only accepting clients who have met some minimum account value as many other financial planners do.  This is one of the things that makes us different at Snider & Talbot, and we like it this way!

We believe we charge a very fair price for the work that we do. This always begins with a comprehensive financial work-up using our financial planning software. We will provide a price quote for this up-front during our no-cost, no-obligation Get-Acquainted meeting. This includes retirement planning, optimal Social Security claiming strategies, retirement cash-flow planning, planning for college education, and much more. We also offer our Assets Under Management program for clients who want to have us manage their money for them. Finally, we offer a variety of other services on an hourly fee basis.