Most people know what they want to achieve financially, but not necessarily how to get there. Think of the Snyder/Blum Team at Strategies for Wealth as your guide to helping you navigate every step of your financial journey and reviewing and fine-tuning individual plans as new information arrives and life changes occur. This includes full-service, holistic financial planning personalized to your situation, goals, concerns, and values. To deliver this, we take a 30,000- foot view of your personal economy, continuously monitor for blind spots and inefficiencies, and provide data-backed advice to help you make the most informed decisions.
Our philosophy on planning is to first protect what you have today and then grow for the future. Our approach is simple, yet effective: build a plan that is structurally sound that can react to changes in your world—expected and unexpected. We start by protecting against the risks and threats with the largest potential impact and working to find balance throughout your personal economy. We then help you put a cash flow structure and process into place that can be adjusted along the way. Ultimately, we want to ensure that your three biggest assets—time, health, and future income earning potential—have maximum protection.
We invest deeply in our client relationships. Our hope is that we will become the “first call” you make to share all of life’s changes—no matter how big or how small. By knowing the ins and outs of your life we are able to provide advice to help you and your family now. We believe these present-day conversations will also empower the generations we will never meet, in essence allowing you to “Live Past Yourself.”
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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.