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DEFERRED COMPENSATION ROLLOVER

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

FRANK UNDERSTANDS THE STATE OF ILLINOIS DEFERRED COMPENSATION PROGRAM

He can help you with your choices, and he has experience helping countless Illinois State Troopers and Illinois State Employees with their deferred compensation investments. 

If you are retired or have left the service, Frank can help you roll over all or part of your funds tax-free. By rolling over your funds, your investments can become more diversified, and the team at Frank Snyder Financial actively manages your account. Allow Frank to help create a Wealth Management plan for you!

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WHY SHOULD YOU CONSIDER ROLLING OVER YOUR DEFERRED COMPENSATION PLAN?

Have you retired? Have you left the service?

Would you like to roll over all or part of your funds tax-free? Would you like for your investments to become more diversified? Would you like to take a distribution and roll over the rest?  

Allow the Wealth Management team at Frank Snyder Financial to help.

When you were working and adding money each month your attitude may have been, “I have plenty of time and I will worry about it later?” Now that you are retired, you may want to take a more active approach. Many people simply pick one or two best growth funds. This approach may have created a very volatile account that might not be suitable now that you have retired. Through proper diversification, we may be able to reduce the volatility of your portfolio, while providing competitive returns.

Would you like your portfolio to be actively managed and uniquely tailored to you and your needs?

Our Wealth Management team builds a portfolio built specifically for you with investments, such as ETFs, No Load Funds, Interval Funds, Stocks, and Closed-End Funds. With your input, we select a model that aligns with your goals, risk tolerance, and liquidity and time horizon needs. 

Once the portfolio is built, our Wealth Management team actively manages your account. We monitor your holdings and make adjustments based on the current market conditions – so you don't have to. 

All costs for management, custody, and trading are included in a single, transparent monthly fee. We are held to high standards, so you can trust us to be honest and transparent.


LAW ENFORCEMENT PROFESSIONALS

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

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THRIFT SAVINGS PLAN ROLLOVER

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

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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.

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LIFE INSURANCE

Life insurance and wealth management can work together. Make sure your loved ones are completely protected!

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FIND OUT WHY HUNDREDS OF ACTIVE AND RETIRED ILLINOIS STATE TROOPERS HAVE CHOSEN FRANK SNYDER FINANCIAL

At Frank Snyder Financial, we can help you navigate the complex world of investments. You will receive advice from our team of Wealth Management professionals based on your needs, wants, and goals.

INTERESTED IN LEARNING MORE ABOUT ROLLING OVER YOUR DEFERRED COMPENSATION PLAN?

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Our Wealth Management team members are happy to answer your questions. If you want more information, call us today at (618) 664-1458.

Frank Snyder Financial Offers the following Products & Services:

  • Deferred Compensation Rollovers "Tax-Free"
  • Advisor Managed Accounts, utilizing ETFs, No Load Mutual Funds, Stocks, Bonds, REITs, and Closed-End Funds.  
  • 401(k) Rollovers
  • Investments
  • Mutual Funds
  • IRA’s, including Traditional, ROTH, Sep, and Simple
  • Tax-deferred Annuities
  • Coverdell ESAs and 529 College Plans
  • Life Insurance, including Term, Whole Life, Universal Life, and Variable Universal Life
  • Long-Term Care Planning 
  • Pre-Retirement Preparation
  • Home and Auto Insurance