Allow Frank Snyder Wealth Management to assist you in reaching your financial goals.
A Thrift Savings Plan rollover can be complicated, but our Wealth Management team is ready to help you understand your options. There are potential benefits to rolling over your TSP.
By rolling over your TSP tax-free into our Wealth Managed account, you have the opportunity to tailor your investments to your unique goals and needs. With a Wealth Managed account, our team actively manages your investments.
Do you still work for the government or have you left or retired?
Would you like to roll over all or part of your funds tax-free?
Would you like to have more diversified choices than G, F, C, S, I or Lifecycle Funds?
Would you like to have an active approach to Wealth Management?
Frank Snyder is ready to go over your options with you!
When you were working and adding money each month, you most likely picked the one or two best growth funds. Now that you are retired, it is important to take a more active approach in managing your money. By picking the one or two best growth funds, you have selected investments that might not be suitable for you now that you have retired. Our Wealth Management Team can analyze your current portfolio and suggest funds that are tailored to your unique needs and offer methods to lower the volatility of your portfolio through diversification.
Our team is ready to select an investment model with ETFs, No Load Funds, Interval Funds, Stocks, and Closed-End Funds that match your goals, risk tolerance, and liquidity and time horizon needs. Once the portfolio is built, we take an active approach to managing your money. We monitor your holdings and make adjustments based on the current market conditions.
We are held to high standards, so you can trust us to be honest and transparent.
Frank believes that anyone can be financially successful if they do the right things during their lifetime, and, overtime, he has witnessed similarities amongst those who are experiencing financial freedom. Overtime, Frank has created a guide - 12 Key Traits of the Financially Successful - to help share the knowledge of the financially successful in the hope that you can also attain financial freedom.
Frank Snyder Wealth Management specializes in helping Law Enforcement Professionals and Illinois State Police plan for their future.
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.
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.
Life insurance and wealth management can work together. Make sure your loved ones are completely protected!