David B. Snyder, J.D., Financial Advisor

Financial Security Planning for families and Small Businesses

Financial Security Planning for families and small businesses. I want to develop enduring relationships with clients by providing access to expert guidance for a lifetime of financial security. I work with clients to identify their definitions of financial security and focus on solutions that can help make those financial goals a reality. I help find the right solutions for personal, family and business needs. My approach is as follows: * Get to know you - What's important to you? What core values do you want to protect? * Analyze your needs - what is your current financial outlook, and where do you want to be in the future? What key milestones are driving your financial goals? * Identify solutions - tailored to your specific needs, reflecting your specific financial objectives.