WELCOME TO SNYDER FINANCIAL MANAGEMENT, LLC
Snyder Financial Management is an independent financial services firm that strives to provide clients with honest and unbiased investment advice to help them navigate through every facet of their retirement planning process.
Our office is located in beautiful Bowling Green, Ohio.
“Taking the complexity out of retirement planning.”
-- Nick Snyder
Helpful Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.