Carving out time to focus on your finances is a struggle many families face. It’s difficult to know what financial information and advice is trustworthy, let alone whether it will fit your unique needs. Rather than follow a DIY approach to financial planning, what if you could rely on an experienced team of financial professionals dedicated to helping you build a financial plan personalized to your situation, goals, concerns, and values?
That is the philosophy of our most recent partner, the Snyder/Blum Team at Strategies for Wealth. Led by Westchester residents Keith Snyder and Gary Blum, and including Jeff Stern, the Snyder/Blum Team guides families every step of their financial journey. Keith and Gary explained that this means taking a 30,000-foot view of their clients’ personal economy, continuously monitoring for blind spots and inefficiencies, and providing data-backed advice to help clients make the most informed decisions. This includes regular check-ins to discuss the plan’s performance, life changes, opportunities, and challenges, all while working at the client’s pace.
Keith and Gary also shared that their team’s personalized, holistic approach helps make talking about money a more comfortable and supportive experience. They pride themselves on taking the time to understand their clients’ situation, helping tackle immediate next steps, and laying out a clear path for long-term financial goals. Whether during major life transitions or when creating a path to financial freedom, families can benefit from the thoughtful and well-structured approach that defines the Snyder/Blum Team.
For more information or to learn how the Snyder/Blum Team can support your financial planning journey, please reach out at Snyder-Blum@strategiesforwealth.com or 914-288-8862.
Gary Blum is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates. CA Insurance License #0M10186.
7768363.2
