One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
One of the things that makes us more effective as financial advisors is our independence.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
Understanding Today's Financial Environment
Welcome, I’m Paul Snider of SBS Wealth Management, a financial organization in Clarkston, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
CFP®, CCPS®, CRC®, CDFA®
5291 Glenwood Creek Clarkston, MI 48348
Phone (248) 391-8340 • firstname.lastname@example.org
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
However exciting retiring abroad may sound, it deserves considerable planning.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding how a stock works is key to understanding your investments.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.