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Personalized Planning

At Snyder Wealth Group, we believe that financial planning is the cornerstone of building a prosperous future. We understand that every household has unique financial circumstances and priorities, which is why we take a personalized approach to household planning.

Our team of financial advisors will work with you to create a comprehensive financial plan that is tailored to your specific needs, goals, and lifestyle.

Our tagline, “Invest, Plan, Retire, Prosper,” reflects our commitment to helping our clients achieve financial success at every stage of life.

Whether you are just starting your career or planning for retirement, we are here to provide you with the guidance and support you need to make informed financial decisions and help achieve your goals.

Assessing Your Current Financial Position

The first step in creating a successful financial plan is to assess your current financial position. Our financial advisors will work with you to evaluate your income, expenses, assets, and liabilities to gain a comprehensive understanding of your financial situation.

By analyzing your current financial status, we can identify areas for improvement and develop a plan to help you achieve your financial goals.

Planning Cash Flow

Cash flow planning is an essential component of household planning. We will work with you to develop a cash flow plan that aligns with your goals and priorities.

Our team of financial advisors will help you optimize your cash flow, ensuring that you have enough money to cover your expenses while also saving for the future.

Forming a Budget to Save & Pay Down Debt

At Snyder Wealth Group, we believe that forming a budget is the key to saving money and paying down debt. We will work with you to develop a budget that prioritizes your financial goals while also allowing you to enjoy the things you love.

Our financial advisors will help you create a debt repayment plan that works for your unique financial situation.

Reviewing Taxes Annually

Taxes can have a significant impact on your financial situation. Our financial advisors will review your tax situation annually to help ensure that you are taking advantage of all available tax-saving strategies.

By optimizing your tax situation, we can help you maximize your wealth and help achieve your financial goals.

Planning Long-Term, Fluid, Dynamic Tax Strategies

At Snyder Wealth Group, we believe in taking a long-term, fluid, and dynamic approach to tax planning. Our financial advisors will work with you to develop a tax strategy that is flexible and adaptable to changes in your financial situation.

By taking a proactive approach to tax planning, we can help you minimize your tax burden and maximize your wealth.

Illustrating Complex Financial Opportunities During Major Life Transitions

Life is full of transitions, both expected and unexpected. At Snyder Wealth Group, we are here to support you during these major life changes. Our financial advisors will work with you to identify complex financial opportunities during these transitions and develop a plan to help you achieve your goals.

Contact Us Today

If you’re looking for comprehensive household planning services on Long Island, look no further than Snyder Wealth Group.

Contact us today to schedule a consultation with one of our financial advisors and learn more about how we can help you achieve your financial goals.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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Snyder Wealth Group Form CRS | Osaic Form CRS | Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

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Advisory services are strictly intended for individuals residing in the states where we have notice filed: FL, NY & VT.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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