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Thrift Savings Plan

You Don't Work For The Government Anymore?

Should Your Thrift Plan Be Rolled Over?

So your choices have always been G? F? C? S? I? or Lifecycle funds?

Would you like to have an active approach utilizing ETF's, No Load Mutual Funds, Stocks, Bonds, REIT's and Closed End Funds.

Frank Snyder Can Make Tax Free Thrift Plan Rollovers Easy!

He can go over your options and help you with this often confusing process.

Retired or have you moved on to another job?  Would you like to roll over all or part of your funds.  Become more diversified? Take a withdrawl and rollover the rest?  Start taking an income? Let Frank help you with your options.

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 have a larger sum, have moved to a new job or have retired you may want to take a more active approach.  Many people enroll in the TSP and simply pick the one or two best growth funds.  This approach may have created a very volatile account that might not be suitable in your current situation. 

Through proper diversification and management we may be able to reduce the volatility of your portfolio while providing competitive returns.

Professional Portfolio Management By Frank Snyder

Imagine having a portfolio built specifically for you with investments such as ETF’s, No Load Funds, Interval Funds, Stocks, and Closed End Funds.  With your input we create a custom diversified portfolio that aligns with your goals, risk tolerance, liquidity needs and time horizon. We sift through the thousands of available options and pick investments that we feel will provide you with the best returns based on your risk tolerance. 

Once the portfolio is built we will monitor these holdings and make adjustments based on current market conditions — so you don't have to.  You allow us the discretion to do what we feel is in your best interest. 

This portfolio can be created in a level fee wrap account.  All costs for management, custody & trading are included in a single transparent reasonable monthly fee.


  • Advisor Managed Accounts:  Fee Based Advisor Directed Account Utilizing ETF's, No Load Mutual Funds, Stocks, Bonds, REIT's and Closed End Funds.  Advisor Assumes Fudiciary Responsibility.
  • Stocks, Bonds, REITS
  • Actively Managed Accounts
  • IRA’S: Traditional, SEP, Simple & Roth IRA’s
  • Tax Deferred Annuities
  • Mutual Funds
  • Rollovers
  • 529 College Plans
  • Deferred Compensation
  • 401(k) Plans

Please be sure to speak to your advisor to carefully consider the differences between your company retirement account and investment in an IRA. These factors include, but are not limited to changes to availability of funds, withdrawals, fund expenses, fees, and IRA required minimum distributions. Diversification and asset allocation strategies do not assure profit or protect against loss.