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WEALTH MANAGEMENT SERVICES

Our Wealth Management plans are designed to help you reach your goals.

"SOMEONE IS SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO."

– Warren Buffett

WE ARE INVESTED IN YOU AND YOUR FAMILY

Allow us to take the mystery out of preparing for today and tomorrow!

Our team can help you navigate your financial future. With years of experience in Wealth Management, we can help you take the next steps towards financial freedom. We are committed to ensuring that you have the tools, resources, and education that you need to achieve your financial goals.

You can rely on us, whether you are planning to rollover your 401(k) or developing a college savings plan for your children, we are on your side! Together, we can help you achieve your dreams.


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OUR APPROACH TO WEALTH MANAGEMENT

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your needs, wants, and long-term goals.

FOCUSED

WORKING TOGETHER TO HELP YOU GROW THE LIFE YOU WANT


Your financial situation is unique and deserves an equally unique approach. That is why Wealth Management is uniquely built around you, the client! To be successful, we focus on your personal situation  –  your needs and wants, goals and dreams, and your risk tolerance.

DISCIPLINED

DISCIPLINE IS THE FOUNDATION FOR SUCCESS


Our Wealth Management team sifts through thousands of investment options to build a portfolio of ETFs, No Load Funds, Interval Funds, Stocks, and Closed End Funds that provide you with the best returns based on your risk tolerance.

Once the portfolio is selected and built, we monitor your holdings and make adjustments based on the current market conditions. By teaming up with us, we can do what is in your best interest and stay on top of the ever-changing market conditions.

TRUSTWORTHY

AS FIDUCIARIES, WE ACT IN YOUR BEST INTEREST


Our fiduciary responsibility to you simply means that we are legally bound to act in your best interest, and we must place your interests above our own. We exercise a duty of care and loyalty to you concerning every decision we make in managing your money and in the advice we provide to you. We must avoid any conflicts of interest, and we strive to trade securities efficiently and at a low cost. Learn more about our Code of Ethics, here.

FRANK SNYDER'S 12 KEY TRAITS OF THE FINANCIALLY SUCCESSFUL

Overtime, Frank has created 12 traits that help cultivate a path to financial success.

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NO MATTER WHERE YOU ARE ON YOUR INVESTMENT JOURNEY, WE CAN HELP

Whether you are just getting started, an experienced investor, or retired, our team can help you reach your financial goals through a full range of Wealth Management and Financial Products.


FINANCIAL PLANNING

We create strategies that are tailored to your needs and goals. Do not wait to start investing! The longer you invest, the more potential your money has to grow.

RETIREMENT INCOME PLANNING AND PRE-RETIREMENT PREPARATION

Retire with us! We evaluate your current financial situation and develop a retirement plan to help protect and preserve your savings.

SOCIALLY RESPONSIBLE INVESTING

We can offer investments using ESG criteria. ESG refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business, including environmental, social, and corporate governance.

LAW ENFORCEMENT PROFESSIONALS

We have assisted active and retired Illinois State Police and Law Enforcement Professionals plan for their future since 2001. 

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DEFERRED COMPENSATION ROLLOVER

We understand the State of Illinois Deferred Compensation Program and can help answer your questions and identify your choices. We can rollover your Deferred Compensation Plan tax-free into an actively managed account.

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THRIFT SAVINGS PLAN ROLLOVER

Should your thrift savings plan be rolled over? Frank Snyder Financial uses an active approach to managing your investments, and we 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. We can make tax-free rollovers easy.

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FINDING THE RIGHT INVESTMENTS FOR YOU

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 WEALTH MANAGEMENT?

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FRANK B. SNYDER, CHFC

INVESTMENT ADVISOR REPRESENTATIVE, FOUNDER, AND PRESIDENT

(618) 664-1458 ext. 104

(618) 664-4613

frank@franksnyder.com

With over thirty-two years of experience, Frank's passion is Wealth Management. He specializes in advisor directed and managed investment accounts, retirement plans, and other business services.

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BLAKE SNYDER

INVESTMENT ADVISOR REPRESENTATIVE AND OPERATIONS SPECIALIST

(618) 664-1458 ext. 107

(618) 664-4613

blake@franksnyder.com

Blake holds his Series 66 and Series 7 securities licenses. Blake, alongside Frank, works with portfolio construction, trading, and setting up and servicing clients accounts.

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NATHAN KAEGY

COMMERCIAL AND LIFE INSURANCE SPECIALIST

(618) 664-1458 ext. 106

(618) 664-4613

nathan@franksnyder.com

Nathan specializes in commercial insurance and life insurance.

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BRITTNI SNYDER

CLIENT RELATIONS AND MARKETING SPECIALIST

(618) 664-1458 ext. 100

(618) 664-4613

brittni@franksnyder.com

Brittni holds licenses in Property, Casualty, Life, and Health insurance, and is currently studying to obtain her Series 66 and Series 7 licenses.

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