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.