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We offer over 130 financial calculators to help you find answers to many common financial questions or "what if" scenarios.
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Over the years, the North Bay CPA firm of Snyder & Company, has acted as a strategic financial advisor to many families providing wealth management, investment management and other financial and personal services required to manage the financial affairs of an entire family. We work with all of our clients to customize our services to meet the needs of each individual family.
Our services have helped many different people including busy business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.
We can facilitate the professional relationships with your attorney, insurance consultant, bank, trust officer, securities investment advisor, and others required to meet the needs of family members.
Our wealth management services include:
- Estate planning
- Estate and trust administration
- Tax planning and preparation
- Asset allocation analysis
- Cash flow and budgeting
- Financial management
- Succession planning
- Retirement planning
- Estate and trust consulting
- Sub-trust funding
- Charitable giving and foundation management
Call Snyder & Company today at 707-545-2026 for a free consultation to discuss your estate planning needs.