Scott Snider, CFP®, RICP®
Partner at PARAGON Wealth Strategies, LLC
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Paragon Wealth Strategies
Scott Snider, CFP®, RICP®
Jacksonville, FL
Serving Clients Nationwide
Partner at PARAGON Wealth Strategies, LLC
Areas of Focus
- Employee Stock Options
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Me
Scott specializes in working with those who are at or nearing retirement. Common issues he solves for his clients include:✅ When can I retire?
✅ How much do I need to retire?
✅ How do I get health insurance if I retire early?
✅ How can I minimize taxes in retirement?
✅ What is the best social security strategy - for me?
✅ How should I invest in retirement?
Scott's Story:
After spending nearly a decade as a financial advisor with large investment and banking institutions creating financial plans and advising on retirement income strategies, Scott took the leap to start his own independent financial planning firm in 2016. For 4 years, he grew a successful advisory firm, then in 2020 Scott and his business partner merged with PARAGON. As an entrepreneur with bigger goals in mind, Scott seized the opportunity to partner with a firm whose mission is to be an industry leader in the retirement planning profession.
Mr. Snider is a CERTIFIED FINANCIAL PLANNER™ professional and spent 5 years serving as a board member and was the former president (2021) of the Financial Planning Association of Northeast Florida. Scott also holds the following designations and certifications:
- RICP™: Retirement Income Certified Professional designation
- CRPC®: Chartered Retirement Planning Counselor
He received his bachelor’s in finance from Miami University (OH), where he also minored in economics. Additionally, Scott has been a featured expert in such publications as Market Watch, Investment News, Money Magazine, and The Washington Post.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning Counselor (CRPC)
- Retirement Income Certified Professional (RICP)
Affiliations
-
Fee Only Network
- Financial Planning Association
Primary Location
10245 Centurion Pkwy N. Ste. 106 Jacksonville, FL 32256
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
PARAGON. Helping Successful Individuals and Families Make Work... Optional!Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.
Maybe you have already made the leap into retirement. Wherever you are on The Retirement Continuum™, one thing remains constant: Successful retirement requires effective management of your financial affairs. Most people wish to retire only once; this requires that you do it right - the first time!
PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNER™ professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.
PARAGON Wealth Strategies Specializes in the following areas:
✅ Wealth Preservation - producing optimal returns from your investments consistent with your time frame and risk comfort level
✅ Wealth Enhancement - mitigating taxes while generating cash flow
✅ Wealth Transfer - taking care of chosen heirs in the way you desire
✅ Wealth Protection - taking steps to ensure that your assets are not unjustly taken away (protecting against catastrophic loss, litigation, ex-spouses, or identity thieves).
Education
Miami University, B.S., Finance
Badges
Hobbies and Interests
- Basketball
- Family
- Hiking
- Running
- Skiing
- Sports
- Swimming
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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