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  • PROTECT YOUR ASSETS

Insurance Planning

Our mission is to help our clients invest, plan, retire with peace of mind. We understand the importance of insurance planning in achieving financial security and protecting your loved ones.

Our Approach to Insurance Planning

At Snyder Wealth Group, we provide comprehensive insurance planning services that assess your current coverage and identify gaps that need to be addressed. Our team of experienced financial advisors will work with you to determine your insurance needs and goals based on your unique financial situation, lifestyle, and future aspirations.

We believe that insurance planning is an ongoing process that requires regular reviews and updates as your financial situation changes. That’s why we offer annual reviews to ensure that your insurance coverage is aligned with your evolving needs and goals.

Our approach to insurance planning is focused on identifying opportunities to make pre-tax contributions to insurance products, such as annuities and life insurance. We work with you to develop a customized insurance strategy that takes advantage of these opportunities while minimizing your tax liability.

As a leading financial planning and investment management firm on Long Island, we are committed to providing our clients with the highest level of service and expertise in insurance planning.

We take a holistic approach to financial planning that considers all aspects of your financial life, including insurance, investments, taxes, and estate planning.

Protect Your Assets and Your Family’s Future

Incorporating our new tagline, “Invest, plan, retire, prosper,” our insurance planning services can help you achieve financial security and peace of mind.

Contact us today to learn more about our insurance planning services and how we can help you protect your assets and your family’s future.

(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.

This communication is strictly intended for individuals residing in the states of AL AZ AR CA CO CT DE DC FL GA IL IN IA KS KY LA ME MD MA MI MN NV NH NJ NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY. No offers may be made or accepted from any resident outside the specific states referenced.

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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