Our Disciplined Approach
The Five-Step Process:
Thorough, Responsive, Interactive
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.
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.
Once we make a detailed analysis of your finances, we then determine how to establish suitable long-term objectives.
We develop a selection of appropriate strategies and offer recommendations that are aligned with your vision.
After careful consideration, you select the proper approach to take, and we put your personalized plan into action.
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 partnership 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 advisory team, we are small enough to get to know and understand your needs on a personal level.
* As reported by Financial Planning magazine, June 1996–2015, 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