Additional information

Overview:

At Snider Talbot Financial Planning (STFP), our goal is to help translate your unique goals, values and preferences into a tailored plan for managing and increasing your financial resources. As a result of working with Snider Talbot, you will have a strategy to accomplish your financial objectives and goals. In addition, you will have our help as you work toward meeting and exceeding those objectives. And, when changes take place or something unexpected happens, you will have somewhere to turn for trusted advice.

We use a structured, collaborative process to:

   * Develop an objective financial plan to fit your specific needs
   * Help you implement these plans or manage your investments
   * Serve as a sounding board for you to discuss new ideas and financial issues as they arise

Because we are not aligned or affiliated with any other financial institution or company, such as a bank, brokerage or insurance company, we do not benefit financially from any of our recommendations. Instead, we are a fee-only firm, which simply means that our compensation comes solely from you. As a result, we are free to provide you with the most objective advice possible, intended only to promote your interests and goals, not ours… or anyone else's.

We know that money, while significant, is only one part of a full and rewarding life. Your family, personal and professional interests and goals are what are most important to you. Our role is to work with you to pinpoint what you want to realize in life – working with your financial resources as well as your other priorities – and then build strategies that will help you achieve these things. We want to help our clients become good managers of their resources, all while working to help you simplify your life and free up resources and time for what is most important to you.

Snider Talbot Financial Planning clients come from a wide variety of backgrounds, financial situations, family circumstances and knowledge of and comfort with investing and finances. There are no income or asset requirements to work with our firm… none. We serve people from a wide variety of occupations and financial situations. For clients with complicated financial or family situations, we can work with your attorneys and accountants to design specific plans to meet your needs.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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