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Q?
Who could benefit from a meeting?
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A.
- Anyone who would like help building their wealth with a system desgined to be lower risk, lower volatility portfolio while minimizing downside risk.
- Anyone who would like a second opinion or would like to discuss their current financial situation. My consultations are free.
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Q?
I already have a financial professional – Why do I need to see Diane Snyder?
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A.
A large percent of the people who come in to visit us already own financial products or are working with a financial professional. This is not about trying to steal you away from that person; this is about teaching people to learn choices about where they can put their money and feel good about their financial strategies focusing on vehicles that strive to increase the probability for success.
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Q?
What is Diane Snyder’s background & credentials?
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A.
Insurance License verification;
- Florida Department of Financial Services; www.myfloridacfo.com
- State of Virginia Corporate Commission; www.scc.virgnia.gov
- State of Massachusetts Financial Services; www.mfs.com
Securities verification: Securities and Exchange Commission; www.sec.gov
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Q?
What should I bring to the face-to-face meeting?
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A.
- Bring a recent copy of your financial documents that helps explain your current financial situation.
- Any information relating to any specific concern you may have.
- A list of any questions you may have or topics want to discuss.
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Q?
What will happen in the face-to-face meeting?
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A.
Diane Snyder will analyze your current situation by talking with you and asking specific questions; she will then be able to understand your needs and ascertain your risk tolerance. It is a fact-finding mission to try to determine what we feel is right for you. We may or may not recommend changes or adjustments in your financial strategy.
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Q?
What is the charge for subsequent meetings?
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A.
We never charge you for any meeting you have with us!
Exceptional financial investment and advisory services