Broker Check
"I believe that anyone can be financially successful if they do the right things during their lifetime." - Frank B. Snyder, Founder and President

"I believe that anyone can be financially successful if they do the right things during their lifetime." - Frank B. Snyder, Founder and President

Over the past thirty-two years, Frank has been teaching and, at the same time, learning the lessons of the financially successful and unsuccessful. Through these lessons, Frank has created 12 traits that help cultivate a path to financial success.


Values

Values

Transparency, Integrity, and Commitment 

We are committed to providing our clients with a unique strategy that is tailored to their individual financial situation. Where do you want to go? We'll get there, together.

GET TO KNOW OUR VALUES
Team

Team

Our Clients Come First

Our staff consists of experienced professionals whose mission is to provide our clients with a "One Stop Financial Shop" that saves time and money.

GET TO KNOW OUR TEAM

Services

Our first priority? You and your family! We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. We can help take the mystery out of preparing for today and tomorrow, whether you want to protect your family and preserve your assets or invest to build wealth. Our unique services are designed to help you achieve your long-term goals.

Wealth Management

Financial Planning, Retirement Income Planning, IRA and 401(k) Rollovers, and so much more.

LEARN MORE

Insurance

Auto, home, life, health, business, and farm insurance.

LEARN MORE

Tax and Bookkeeping

Income tax preparation for individuals and small businesses, payroll, and bookkeeping.

LEARN MORE
The Rule of 72

The Rule of 72

Frank explains the Rule of 72, a simple way to determine how long an investment will take to double given a fixed annual rate of interest.

WATCH VIDEO
What is a Roth IRA?

What is a Roth IRA?

A Roth IRA is a retirement savings account that allows your money to grow tax-free. 

WATCH VIDEO
12 Traits of the Financially Successful Introduction

12 Traits of the Financially Successful Introduction

Over time, Frank has created 12 traits that help cultivate a path to success.

WATCH VIDEO
Law Enforcement Professionals

Law Enforcement Professionals

Frank Snyder specializes in helping Law Enforcement Professionals and Illinois State Police plan for their future.

LEARN MORE
Deferred Compensation Rollovers

Deferred Compensation Rollovers

The state helped you accumulate the money... Let Frank Snyder Financial help you manage it. 

LEARN MORE
Thrift Savings Plan Rollovers

Thrift Savings Plan Rollovers

Frank Snyder Wealth Management can help make tax free thrift plan rollovers easy.

LEARN MORE
IRA and 401(k) Rollovers

IRA and 401(k) Rollovers

If you have recently retired or changed jobs, rolling over all or part of your funds may be a good option to diversify your portfolio.

LEARN MORE

Contact Us

Thank you!
Oops!