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  • ENSURE SECURITY

Risk Management

At Snyder Wealth Group, we recognize that effective risk management is essential to help ensure a secure and comfortable retirement.

Our team of experts is committed to helping you develop personalized risk management strategies that safeguard your financial well-being and support your retirement goals.

The Importance of Risk Management in Retirement

As you approach and enter retirement, managing risks becomes increasingly important. With a potentially longer time horizon and fewer opportunities to recover from financial setbacks, it’s essential to protect your assets and retirement income against potential risks such as market fluctuations, healthcare expenses, and unforeseen life events.

Tailored Risk Management Strategies for Your Retirement

Our team at Snyder Wealth Group will work closely with you to develop customized risk management strategies for your retirement.

We take into account your unique financial situation, risk tolerance, and retirement objectives to create a comprehensive plan that may include:

1. Diversification and asset allocation

By constructing a well-diversified investment portfolio tailored to your risk tolerance and goals, we can help mitigate market volatility and reduce the potential impact of market downturns on your retirement savings.

2. Annuities and guaranteed income sources

We can evaluate the role of annuities and other guaranteed income sources in your retirement plan, ensuring you have a reliable income stream throughout your retirement years.

3. Long-term care planning

We’ll help you assess the potential costs of long-term care and explore options for funding these expenses, such as long-term care insurance or hybrid policies, to protect your assets and reduce the burden on your loved ones.

4. Life and disability insurance

Our team will review your current insurance coverage and recommend adjustments if necessary, ensuring that you and your family are adequately protected against unexpected life events.

5. Inflation protection

We will develop strategies to help safeguard your retirement income and purchasing power against the eroding effects of inflation.

Strive for Peace of Mind with Snyder Wealth Group’s Risk Management Solutions

By partnering with Snyder Wealth Group, you can face your retirement with confidence, knowing that our expert team is committed to helping you manage risks and protect your financial future.

Don’t leave your retirement to chance – schedule a consultation with our risk management specialists today and discover the difference that personalized planning can make in your retirement journey.

(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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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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