Snider Talbot Financial Planning

At Snider & Talbot Financial Planning, we are dedicated to providing personalized, fee-only financial advice to individuals and families at every stage of life. We believe that comprehensive financial planning should be accessible to everyone, regardless of their income or net worth. Our mission is to empower our clients with the knowledge and tools they need to make informed financial decisions, achieve their goals, and build a secure future.

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial well-being. Our team of experienced financial planners will work with you to develop a customized plan that addresses your unique needs and objectives. We believe in open and transparent communication, providing clear explanations of complex financial concepts and ensuring that you fully understand the strategies we recommend.

Services We Offer

Our comprehensive financial planning services encompass a wide range of areas, designed to address various aspects of your financial life.

• Retirement Planning: We assist you in creating a retirement plan that takes into account your desired retirement lifestyle, estimated expenses, and expected investment returns. We help you navigate the complexities of Social Security claiming strategies, 401(k) rollovers, and other retirement income sources.
• Investment Management: We provide personalized investment management services tailored to your risk tolerance, time horizon, and financial goals. Our investment strategies are designed to generate long-term growth while managing risk effectively. We offer comprehensive portfolio management for clients who prefer a hands-off approach.

• Estate Planning: We work with you to develop an estate plan that protects your assets and ensures your wishes are carried out. This includes creating wills, trusts, and powers of attorney to provide for your family and loved ones.

• College Savings: We help families plan for the rising costs of college education. We explore a variety of savings and investment options to maximize your contributions and minimize the financial burden on your future.

• Tax Planning: We integrate tax considerations into every aspect of your financial plan, helping you minimize your tax liability legally and strategically.

Fee-Only Financial Planning

At Snider & Talbot Financial Planning, transparency and honesty are paramount. We are a fee-only firm, meaning we charge a transparent fee for our financial planning services. We do not accept commissions or receive any other form of compensation from financial product providers. This structure eliminates conflicts of interest and ensures that our primary focus is on your best interests. You can be confident that our recommendations are objective and unbiased.