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® |
Here are a few bullet points highlighting some of my current thoughts: A few blog posts back I highlighted purchasing inflation-protected bonds directly from the US Government. If you have not at least considered this option, please do so. $10,000 per person is the maximum, and there are some caveats in terms of liquidity that you should investigate before committing to the investment. It does make a great deal of sense for some of one’s...
Jeffrey B. Snyder, CFP® |
Categories
“Recession” and “Bear Market.” Two scary terms in the annals of investing. Let’s define them and drill down on what they actually mean. A recession is commonly defined as two-consecutive quarters of negative GDP growth. A bear market is commonly defined as a 20% correction from peak-to-trough before recovery back to the previous highs, signaling the end of the bear market. We just technically entered a bear market last week and according to data from...
Jeffrey B. Snyder, CFP® |
Categories
The S&P 500 continues to be very volatile, and mostly to the downside. We are currently 15-16% down on the year-to-date but almost 5% above the intraday lows established the afternoon of Thursday May 12th. Moreover, I have written a number of times about the S&P 500 wanting to hold the 4,070 level, and we have almost retained that level again- we are at 4,060 as I write this (11:25 AM 5/17/2022), with the market...