Family Tree Financial Services, LLC

About Family Tree Financial Services

Bill Snyder is a registered investment advisor (CRD # 2770513). I opened my small business to provide professional investment advice as well as other financial related services when needed, at a fair price. My clients usually get set with a plan that meets their needs. Then as life changes, we'll review and get you prepared for that next stage. We don't re-invent the wheel. The wheels just need re-balanced from time to time.

Planning today will create opportunities tomorrow.

Services I Provide

Asset Allocation
Maximizing work plan benefits (Insurance, HSA, 401K match)
Income planning and tax saving strategies
College planning for children
Strategies for paying off debt
Recommendations for other financial professionals (insurance agents, attorneys, CPA's)

Cost for Service

My hourly rate is $100.

The initial consultation is free. During that appointment I'll learn about you, your family and your goals. You'll fill out a brief questionnaire about your finances, goals and investment style. Bring your questions for me! I'll email a quote for the services you requested so you can review in the comfort of your own home. I appreciate the opportunity to serve you.

This is my only compensation. To avoid any potential conflict of interest I don't accept payments from third parties to recommend any investment. I'm a fiduciary. Your best interests come before my own. I don't have access to your accounts and you can keep your current brokerage firm. You are always in control of your money.

About Me

I'm a veteran of the United States Navy and served on one of the greatest warships ever built, the USS Iowa. Using the GI Bill and part time work, I graduated debt free from The Ohio State University with a degree in Accounting. I have over 20 years of accounting and finance experience and have invested personally in the stock market since the late 1980's. I'm at a point in life where I can take my passion for investing and financial discipline to help individuals and families. I'm married with three children; two are in college and one is nearing kindergarten. Whether it's saving to buy a home, saving for a child to attend college or building your retirement nest egg, there's a good chance that I've experienced some of the financial challenges you and your family face now or in the years to come.