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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Ascertaining the value of your business is important for a variety of reasons.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are nearly 1,200 ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.