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  • FINANCIAL PLANNING FOR BUSINESS OWNERS

Business Ownership

We help business owners plan for the future and achieve their financial goals. Our team is dedicated to providing personalized financial planning and investment management services to help you invest, plan, retire, and prosper.

As a business owner, you face unique challenges and opportunities that require careful planning and attention.

Whether you are just starting out, growing your business, or planning for retirement, our team of experienced professionals is here to help you navigate the complex financial landscape and make informed decisions that align with your goals.

Retirement Plans for Business Owners

We understand the importance of retirement planning for business owners, and we can help you design and implement a retirement plan that meets your specific needs. Our team has extensive experience with a wide range of retirement plans, including 401(k)s, profit-sharing plans, and defined benefit plans, and we can help you choose the right plan for your business.

We also offer ongoing plan administration and investment management services to ensure that your plan remains effective and efficient over time.

Succession Planning for Business Owners

Planning for the future of your business is essential, and our team can help you develop a succession plan that ensures a smooth transition of ownership and management. We can work with you to identify potential successors, develop a plan for transferring ownership, and ensure that your business continues to thrive for years to come.

Tax Savings for Business Owners

We understand that taxes can be a significant burden for business owners, and we are committed to helping you uncover tax-saving strategies that can benefit both your business and your invaluable employees.

Our team has extensive experience with a wide range of tax planning strategies, including deferred compensation plans, executive bonus plans, and more. We can work with you to develop a comprehensive tax plan that helps you minimize your tax burden and maximize your financial success.

At Snyder Wealth Group, we believe that every business owner deserves a financial plan that is tailored to their unique needs and goals. We are committed to providing personalized service and support to help you invest, plan, retire, and prosper.

Contact us today to learn more about our services for business owners and 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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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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