CONNECT

Address:

705 W. Azeele Street
Tampa, FL 33606

Phone:

813-251-9095

Fax/Other:

813-251-1876

Getting Started

Are you ready to get started?

1. Call to schedule an appointment today at 813-251-9095 or email Heather@sfgtampa.com for more information. 

2. Click here to print our Profile book and bring with you to the first initial meeting.  Snyder-Financial-Profile-Book

3. Gather your important documents to bring to the first initial meeting.


DOCUMENTS NEEDED FOR PLANNING

The following documents will be needed for the purpose of study and analysis to prepare a personal plan for you.  It is understood that this material will be treated confidentially and returned when the planning process is completed, or earlier if requested.

  • Confidential Personal & Financial Profile
  • Payroll Stubs
  • Income Tax Returns for the Previous Two Years
  • Bank & Money Market Statements
  • Investment Statements (most recent)
    • Mutual Funds
    • Common Stocks
    • Bonds
    • Annuities
  • Employee Benefits Statements
    • 401(k), 403(b), PSP, MPPP
    • Company  Stock / Option
  • Employee Benefits Information
    • Available Investment Options
    • Vesting
    • Allocation %
    • Bonus Plan
  • Insurance Statements
    • Life
    • Health
    • Major Medical
    • Disability
    • Long-Term Care
  • Wills
  • Trust Documentation
  • Business Documentation
  • Social Security Benefit Statements
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck