Financial Planning

 

Regardless of the amount of money you have or your income level, it is very easy to have a complicated financial situation… one that you may not feel completely comfortable with managing yourself. At Snider Talbot, we can help you build and execute a comprehensive financial plan that will help you manage your financial life across all of the different pieces that make up the whole.

 

 

This plan will cover a wide spectrum of topics including:

• Asset allocation
• Retirement planning
• Cash flow analysis and management
• Review of all insurance needs and coverage
• Estate planning and wealth transfer planning
• Risk management
• Education funding strategies and plans
• Tax planning
• Investment design, selection, and execution
• Charitable giving
• Other areas of importance and interest to you

The Financial Planning process is simple and very client-friendly:

• Set up a no-cost "get acquainted" meeting… in person or over the phone
• Provide financial and personal information to us based on our client questionnaire
• Meet with us to discuss questions, provide additional information, and review fees
• Review your personalized financial plan and recommendations in a two-hour meeting 2-3 weeks later
• Put your plan into action… either yourself or with our assistance… you choose the level of involvement that you are comfortable with
• Follow up… we compare your performance against industry benchmarks as well as your goals and make recommendations for fine-tuning as needed