If you can find a good fiduciary to help you manage your investments and consider your spending plans in retirement you won’t regret it. I recommend Phil Snyder and his team heartily to couples and singles approaching this stage of life.
I hired Phil before my husband died and as a couple we did the detailed budget activity that was relevant to our lives together. Phil’s associate Brody and Brody’s team deepened my work with Phil and helped me realize that hiring Phil was a good decision.
When my husband died from Covid unexpectedly, I knew these advisors would help me consider any needed modifications to my full retirement financial plans as my life as a new widow unfolded. Fortunately, I am doing well, and despite the ups and downs of the investment universe we live with today, I am diversified and sleep well, knowing I’m doing the best I can because of the support of a dedicated professional fiduciary like Phil Snyder and his team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.