Who We Serve

Snider Talbot Financial Planning clients come from a wide variety of backgrounds, financial situations, family circumstances, and knowledge of and comfort with investing and finances. There are no income or asset requirements to work with our firm… none.

We serve people from a wide variety of occupations and financial situations. For clients with complicated financial or family situations, we can work with your attorneys and accountants to design specific plans to meet your needs.

While there are no specific times or reasons to seek financial planning advice, here are a few common examples:

• Marriage or divorce
• Birth of children
• New job
• Retirement or pre-retirement planning
• Death of a family member

During these times, we will assist you by clearly identifying options that are appropriate to your specific situation as well as reviewing the implications of different decisions and courses of action.

There are many more circumstances that warrant an understanding and use of financial planning. We feel it is an important tool to learn at an early age… and it will be valuable throughout an individual's entire lifetime. It's never too early to get involved and engaged in your financial future.