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.