Retirement & Prosperity

At Snyder Wealth Group, we aim to be your trusted partner for financial planning and investment services. Our mantra is to invest, plan, retire, and prosper, and we are committed to helping you achieve your financial goals with a secure, comfortable retirement.

As Long Island retirement planners, we understand the unique challenges you face and can provide customized solutions to help you plan your financial future.

Our Approach to Retirement Planning

Retirement planning is not what it used to be. Many of us no longer have jobs with built-in pension plans, and we must do it ourselves with a largely self-guided 401(k) or similar retirement plan.

Add in the need to pay a mortgage, insurance, maintain an emergency fund, set aside money for children’s education, and provide financial help for an aging relative, and things can get stressful. This is especially true when you consider the questionable status of the Social Security system.

Meeting long-term financial goals means monitoring your investment progress to be sure it stays true to its objective. This means regularly reviewing your budget, savings, income, and risk tolerance, including adding to your savings/investments and making adjustments as needs and circumstances change.

At Snyder Wealth Group, we believe that everyone deserves access to the most efficient financial services and money managers, regardless of their wealth. We are an independent financial planning and investment firm, which means we are not bound by any sort of “preferred products list” or “house products.” We use products and services from numerous providers, giving our clients access to an in-depth variety of highly efficient financial services and money managers.

As fiduciaries, we are required by law to act in your best interest – no exceptions. We always act in your best interest and do not consider the commission or bonus we may earn. This is in contrast to stockbrokers who are not fiduciaries and only required to recommend investments that are “suitable” for you.

7 Items to Consider for Retirement Planning

To help you form your pre- and post-retirement game plan, we have compiled a list of seven items to consider when thinking about your financial future:

The Graying of America – the risk of outliving your retirement savings (and other assets) is at its greatest.
Health Care – health care expenses are a leading concern, especially for those aged 45 and older.
Social Security – it may be time for you to take your own steps to meet the retirement income challenge.
Taxes – in many cases, taxes are the single greatest monthly expenses for most American families.
Where’s My Pension? – the responsibility for saving for retirement has never been more important.
Inflation – inflation has averaged 4.6% annually since 1965.
Got Savings? – setting up an automatic savings and/or investment plan can help you bridge the gap if you’re undersaved.

Retirement Planning Looks Different for Everyone

At Snyder Wealth Group, we offer a wide range of financial services and products to help you achieve your financial goals. Whether you’re looking to plan for retirement, invest for your future, or simply grow your wealth, we can help. Contact us today to schedule a consultation with one of our experienced financial advisors.

We are independent financial advisors who are not bound by any sort of “preferred products list” or “house products.” Instead, we use products and services from numerous providers, giving clients access to an in-depth variety of highly efficient financial services and money managers.

Our independent approach is supported by an in-depth investment in numerous, objective, third-party research services with one goal in mind — to put the most efficient products and services available to work for you.

We are also fiduciaries, which means we have a legal obligation to act in your best interest – no exceptions. We believe that our clients deserve the highest level of transparency and honesty, which is why we always act in your best interest and never consider the commission or bonus we may earn.