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.

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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.

Blog

Jeffrey B. Snyder, CFP® |
We are over a week past the midterm elections, and most of the races have been decided. The Democrats will seemingly end up with 50 or 51 Senate seats, on the high-end of expectations. The Republicans seem likely to achieve a small majority in the House - leading us to a split Congress, but by a knife’s edge. Any Congressional death or retirement in the coming two years could have far more significance than usual...
Jeffrey B. Snyder, CFP® |
Categories
For you early planners, here are the 2023 tax brackets and a few related items for the upcoming tax year. Please note this information does not affect anything before January 1, 2023. A few highlights: 1) On a Federal Level, I do not believe I have a single client who will pay an estate tax, under current law. A single taxpayer can pass on $12.92 million before paying Federal estate tax, and a couple can...
Jeffrey B. Snyder, CFP® |
After a ton of daily movement pro and con, the S&P 500 is trading just above 3,700 today, 10/18/22., the same level it traded at in mid-June 2022. October is modestly positive, thus far, after a terrible September where the index lost over 8%. The stock market historically tends to do well in the November- January period, so I am hopeful that 2022 losses will be reduced as we head towards year-end, but it clearly...