Creating a clear path toward Creating a clear path toward Creating a clear path toward Creating a clear path toward

Caring

One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as financial advisors is our independence.

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Practical

Real-world insights and understanding that can help you better define your financial objectives.

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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®

SBS Wealth Management - CFP®SBS Wealth Management - FPA®

5291 Glenwood Creek Clarkston, MI 48348

Phone (248) 391-8340 • paul.snider@lpl.com

 

Helpful Content

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What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Should You Tap Retirement Savings to Fund College?

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Three things to consider before dipping into retirement savings to pay for college.

Understanding Long-Term Care

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Tips to Prevent the #1 Cause of Marital Rift

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The New Red Scare: Chinese Ownership of U.S. Debt

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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Money that Buys Good Health is Never Ill Spent

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator can help you estimate how much you may need to save for retirement.

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This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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Keys to Investing for Retirement

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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