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  • LEAVE A LEGACY

Legacy & Philanthropy

At Snyder Wealth Group, we understand that retirement, financial planning, and wealth management extend beyond personal financial goals.

For many individuals, creating a meaningful legacy and making a positive impact on the world is an essential component of their financial plan.

Our team of experts is dedicated to helping you develop personalized strategies that align your philanthropic vision with your overall financial objectives.

The Importance of Legacy & Philanthropy in Retirement and Wealth Planning

Incorporating legacy and philanthropy into your financial plan allows you to:

  1. Support the causes and organizations that matter most to you.
  2. Leave a lasting impact on future generations and the world.
  3. Benefit from potential tax advantages associated with charitable giving.
  4. Share your values with your family and inspire them to continue your philanthropic vision.
  5. Tailored Legacy & Philanthropy Strategies for Your Financial Plan

Our team at Snyder Wealth Group will work closely with you to create customized legacy and philanthropy strategies that are seamlessly integrated into your overall financial plan.

Our Approach to Legacy & Philanthropy

Our comprehensive approach includes:

1. Identifying your philanthropic goals

We will help you clarify your vision and objectives for charitable giving, considering your values, passions, and the legacy you wish to create.

2. Assessing your financial resources

We will evaluate your current financial situation and identify the most suitable giving strategies based on your available resources and financial goals.

3. Developing a strategic giving plan

Our team will help you create a strategic giving plan that incorporates various giving methods such as direct donations, donor-advised funds, charitable trusts, or family foundations, ensuring tax efficiency and maximum impact.

4. Involving your family

We will provide guidance on involving your family in your philanthropic efforts, fostering a sense of shared purpose and instilling the values of generosity and social responsibility in future generations.

5. Monitoring and adjusting your plan

As your circumstances and philanthropic goals evolve over time, we’ll continually review and adjust your legacy and philanthropy plan to ensure it remains aligned with your financial objectives and personal values.

Experience the Power of Purposeful Giving with Snyder Wealth Group

By partnering with Snyder Wealth Group, you can harness the power of your wealth to create a lasting and meaningful legacy through thoughtful philanthropy.

Schedule a consultation with our legacy and philanthropy planning specialists today and discover the difference that personalized planning can make in your retirement, financial planning, and overall wealth journey.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

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