CHOOSE YOUR PATH...FIND YOUR WAY.
Our Approach & Beliefs
We Work for You... How and Why
You want a financial planning company that will put your interests first. As a Registered Investment Advisor with the state of Missouri, Snider Talbot Financial Planning is required to act as your fiduciary… specifically that we must put your interests before our own. One way that we do this is through our business model which provides for hourly rates for our services… a practice which has not been the industry norm.
Most traditional financial planners receive the majority of their compensation from various financial products they recommend to their clients… mutual fund sales loads, insurance or stock commissions, or other forms of compensation which may not be visible to the client. There are none of these charges or costs at Snider Talbot. Our business model is to provide you the most cost-effective financial products available without relying on or ever accepting a commission. This allows us to be totally objective and ensures that your interests are always what drives our advice… not a desire to sell you products that may not be right for you.
We use a structured, collaborative process to:
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. And, when changes takes place or something unexpected happens, you will have somewhere to turn for trusted advice