Why us?

Like you, we have passions. Golf. Theater. Travel. Family. Charities. Passions are what we look forward to and wish we could do more often. Our role is to help you do just that: do more of what you’re passionate about.

At First Financial Associates, we excel at listening to our clients and learning their unique needs, dreams, and fears. We want to be your guide through the financial world, and know that understanding you is the key to that journey.

How are we different?

We are an independent financial planning firm.  This means that we represent you, and not any company or product.

Unlike most firms, we have no client minimums and there are no initial consultation costs to meet with us and benefit from an independent perspective.  

Let’s plan this journey together!



Retirement Planning

Retirement doesn’t come with instructions.  You need a retirement plan.  We can help you create that plan, and then we’ll work together to achieve the retirement that you deserve.

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Education Planning

Planning for college has its own challenges and we will help you navigate this process.  From 529 plans to what types of assets count for what on the FAFSA (the Free Application for Federal Student Aid), we can help you.

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Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings.  We will help you navigate what insurance coverages are best for you, from life insurance to Medicare.

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Professionalism. Expertise. Family. Independence.

First Financial Associates.


Jeffrey B. Snyder, CFP® |
The S&P 500 is now essentially flat for the last 2-months …and honestly, this is a sign of a healthy market. Healthy markets ebb and flow and work their way up over time. Unhealthy markets zig and zag and show a great deal more volatility day-to-day. Healthy markets tend to make money in a certain period and then “consolidate the gains,” to borrow a common phrase, which is to say the chart looks roughly flat...
Here is a post ONLY applying to working individuals who were will be age 50 or older by the end of 2024, who expect to earn more than $145,000 in 2024. If this does not apply to you, please disregard, unless you’re just fascinated with rules changes. Long story short, if you max fund your work retirement plan AND take advantage of the allowable catch-up amount, that catch-up amount starting in 2024 must be contributed...
Jeffrey B. Snyder, CFP® |
The Federal Reserve raised rates again last Wednesday. I have discussed this at length from various angles in previous posts, but please understand online savings accounts are now near or even in excess of 5%. They have low or no minimums, and they interface directly with your bank. I know this is a leap of faith for some of you who have not previously embraced online banking, but just understand your brick-and-mortar bank or credit...