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's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Understanding how a stock works is key to understanding your investments.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A quick look at how federal income taxes work.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?