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!

Services

 

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.

Learn more

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.

Learn more

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.

Learn more

 

Professionalism. Expertise. Family. Independence.

First Financial Associates.

Blog

Jeffrey B. Snyder, CFP® |
Categories
It has been a while since my last post, but rest assured we have had a productive, fruitful year here at First Financial Associates. New and established clients alike have made money within their accounts, and generally higher interest rates have provided a tolerable return for those preferring a measure of safety vs. the stock market. Here are some of my current political thoughts in no particular order: 1. The markets generally seem comfortable with...
Jeffrey B. Snyder, CFP® |
Categories
Fed
We have been very productive this year at First Financial Associates, but in that activity I have been remiss to provide enough blog posts, and I intend to remedy that in the coming months. Here are some current thoughts: 1. I denounce the attempt on Trump’s life. Our political divisiveness is enough, the country doesn’t need to resort to violence, and I hope that is the last evidence of such. 2. Going back a few...
Jeffrey B. Snyder, CFP® |
Sometimes it is useful to consider the pros and cons for the markets as we currently see them. I am generally positive on the future, and it is easier for me to state the bullish case rather than the bearish case below, but let me give some of the positives and negatives as I see them for the balance of 2024: PROS: 1. Stock market momentum: The S&P 500 index is up 23% from the...