for your family
A wealth of experience
built on trust.
for your business
A wealth of experience
built on trust.
About Us
Jeff Snider
Amanda Snider Doren
Aaron Snider
Todd Seibt
Dana Lawrence
Beth Overcashier
Meet our Family Business
"Our family’s business is serving the needs of your family, your business, and our community. Along with Amanda and Aaron, we can help you plan for all of life’s stages including the opportunities and challenges that life presents." - Jeff
Jeffrey J. Snider - LUTCF, CLTC, CFBS
Jeff founded Snider Financial in 1992 to serve the financial planning needs of the community.
Jeff is a graduate of the University of Michigan-Flint, and holds a BBA in Accounting. He has continued his professional education by earning the Life Underwriter Training Council Fellow (LUTCF), Certified in Long Term Care (CLTC) and Certified Family Business Specialist (CFBS) designations.
Jeff is a member of the National Association of Insurance and Financial Advisors. His industry achievements include being named a Life and Qualifying Member of the industry’s prestigious Million Dollar Round Table; achieving their Court of the Table and their highest recognition, Top of the Table multiple times.* Jeff is a multi-year qualifier for the National Sales Achievement Award and the National Quality Award.**
Jeff is a leader in the community having served as President of the Board of the YMCA of Greater Flint and President of the Davison Optimist Club. He is currently a board member at the YMCA and President of the YMCA Foundation Board of Directors. He is a volunteer with Family Promise of Genesee County. He also is an active member of the Davison United Methodist Church. Jeff can be reached at 810-233-9600, or jeff@sniderfinancial.com
* Most recently, 2018, 2017 respectively (and numerous previous years)
** For 23 years, most recently 2017
Amanda Snider Doren - ChFC®, CLU®
Amanda is a second-generation financial professional in the family business.
She holds a BA in financial management from Hillsdale College. Amanda joined her father in business immediately upon graduation and a few years later earned her Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.
Amanda is a member of the National Association of Insurance and Financial Advisors and has been awarded The National Quality Award for several years.* She serves on the Davison Community Fund and the YMCA Camp Committee.
Amanda can be reached at 810-233-9600, or amanda@sniderfinancial.com
*2014-2018
Aaron J. Snider
Enjoying building personal relationships with others and having an inherent curiosity for his own personal finances, Aaron graduated Hillsdale College with a Financial Management degree, and in 2014 he became the youngest member of the Snider Financial team. As the next generation of Snider Financial’s principals and intrigued with the art of repeatable processes, Aaron and Amanda began rebuilding Snider Financial’s client education and on-boarding process. Growing up in a house where finances were one of many common dinner topics, Amanda and Aaron have embraced their roles as financial educators and partners for our current and future clients.
Early in his career Aaron was named a rising leader multiple times by an organization that would later become MassMutual Great Lakes. Aaron has been motivated to further his career at Snider Financial by investing in coaching with industry leaders across the country that share and help feed his passion for educating people to be confident when they make their own financial decisions.
Aaron can be reached at 810-233-9600, or at aaron@sniderfinancial.com
Todd Seibt
Todd Seibt, our Practice Manager and New Business Manager, wears many hats at Snider Financial.
When a specific and unique need arises, Todd will be the person making sure our firm navigates the proper channels while remaining compliant with our business’ rigorous regulatory environment.
Todd is responsible for making sure our clients have access to prompt levels of service, and manages client cases behind the scenes so our advisors can dedicate their time to meeting your needs. As our New Business Manager he may reach out to you to help clarify any information we need to efficiently serve you.
Todd is available during regular business hours, Monday through Friday. You can reach him at our main number 810-233-9600, or at todd@sniderfinancial.com.
Dana Lawrence
Dana Lawrence, our Client Service Manager, is the go-to person for a specific servicing request or specific information on an existing account.
She can also help provide you with updates on your program(s) or account(s).
When you have updates to your personal information, or experience a life event that we ought to know about, Dana will be the prime point of contact.
Dana has been a valuable member of our team for many years, and knows the ins and outs of the often complex paperwork behind your personal situation.
She is available 8 a.m. to 3 p.m., Monday through Friday. You can reach her at our main number, 810-233-9600, or at dana@sniderfinancial.com.
Beth Overcashier
Beth Overcashier, our Client Concierge Manager, is often the first person you will work with here.
Beth will help book your appointments, answer general questions, or put you in touch with the right staff member to meet your needs.
She is typically available during regular business hours, Monday through Friday.
You can reach her at our main number, 810-233-9600, or via email at beth@sniderfinancial.com.
Areas of Expertise
Individual/Family
Business/Non-Profit
Finding your way to financial security can seem overwhelming in today’s complicated world. With so many responsibilities and priorities it’s hard to know even where to begin making decisions for you, your family or your business.
Individual/Family
Individual/Family Planning
Budget, Debt and
Tax Management
Protection Planning
- Financial needs assessment
- Life insurance needs analysis
- Disability income protection
- Long term care insurance
Wealth Management
- Investment management
- College funding strategies
- Accumulation programs in preparation for retirement
- Income replacement in retirement
- Social Security analysis – when and how to file
Estate Planning
- Estate tax minimization strategies
- Charitable giving techniques
- Wealth transfer strategies
We have years of experience providing individuals like you with financial strategies to help manage risk and build wealth for a secure financial future.
We believe the backbone of any good financial plan starts with establishing a budget. That’s why you’ll see Budget, Debt and Tax Management at the center of our areas of expertise for individuals and families. Once we understand your financial position, we can then determine how we can help you with your insurance protection, investment management, retirement planning, and estate strategies.
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Business/Non-Profit
Business Planning
Business Protection
Planning
- Buy-sell strategies
- Buy-sell funding options
- Key employee insurance
Closely Held Family
Business Planning
- Multi-generation dynamics
- Succession planning
- Estate equalization planning
Employee Benefits Planning
- Group insurances – life, disability,
- LTC, medical
- Pension and profit sharing plans
- 401(k), Simple IRA, SEP IRA
- 403(b), TSA and custodial accounts
- Deferred compensation plans
- Executive bonus plans
- Split dollar arrangements
When we work with a business, we recognize that there are multiple “stakeholders” and other relationships used for guidance and support. We often find it beneficial to involve attorneys, CPAs, property & casualty agents, HR directors, family members, personal acquaintances, and many others in the planning and decision making process.
We are knowledgeable and experienced in helping to protect and grow the business you’ve worked so hard to build. Together we can take care of you, your partners', and your employees’ needs to help your business thrive for generations to come.
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How We Work
Planning Process
Financial Programs
Collaborative Relationships
Snider Financial is a family business that understands the needs
of individuals, families and businesses.
At Snider Financial, we ask a lot
of questions. That’s because we want to know what’s on your mind.
We want to know… are you worried about protecting what’s most important to you – your ability to earn an income and care for those you love? Are you uncertain about your investment strategies and whether you are on track for your goals, such as college savings or retirement? Or maybe you’re frustrated with your existing program, lack of planning, or level of service from your current advisor?
We serve as trusted professionals to many in the community. We meet most of our clients through referrals and personal introductions, and would welcome an opportunity to help you too!
Planning Process
The questions we ask enable us to get to know our clients on a deeper level than many other advisors do. With this thorough understanding of our clients, we know the strategies we recommend will help meet their needs and financial goals for the future.
1. Determine your current financial situation
2. Develop your financial goals
3. Identify course of action alternatives
4. Evaluate alternatives
5. Create financial plan*
6. Update financial plan regularly**
*You are free to implement the plan recommendations with whomever you choose. **Periodic updates require a new agreement and may be subject to additional fees.
Financial Programs
We offer our clients a broad range of financial programs to help them manage risk and build wealth for a more secure financial future.
• Life insurance
• Disability income insurance
• Long term care insurance
• Fixed and variable annuities
• Fee based managed money platforms
• Mutual funds
• 529 Plans/college funding vehicles
• IRAs and retirement savings products
• Estate planning vehicles
• Fee-based financial planning
Collaborative Relationships
Communication is key
When you choose us as your financial professionals, we take a team approach with your CPA, attorney, property & casualty agent, trustees, HR director, family, or personal acquaintances. We can coordinate your programs so that each professional is working together to keep you moving towards your vision for the future. We understand how important it is to have everyone on the same page and striving for the same goals.
Snider Financial
5141 Gateway Centre, Suite 400
Flint, MI 48507
Office: 810-233-9600
Toll-free: 877-4-SNIDER
Fax: 810-768-3710
info@sniderfinancial.com
Contact Us
Please Note: We cannot communicate with, nor respond to requests from, users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
CLICK HERE TO CONTACT US NOW
Snider Financial | 5141 Gateway Centre | Suite 400 | Flint, MI 48507 | TOLL FREE: 877-4-SNIDER | 810-233-9600
CRN202108-251187
Securities investment advisory services and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC,Member SIPC. Snider Financial is not a subsidiary or affiliate of MML Investors Services, or its affiliated companies. OSJ 3000 Town Center, Suite 3100, Southfield, MI 48057 (248) 357-7600.”
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
Licensing ↓
Jeffrey J. Snider
Licensed to sell INSURANCE in the following jurisdictions:
- Alabama
- Colorado
- Connecticut
Licensed to sell SECURITIES in the following jurisdictions:
- Alabama
- Arizona
- California
- Colorado
- Connecticut
- Florida
- Georgia
- Kentucky
- Maryland
- Michigan
- Minnesota
- Nevada
- New Jersey
- New Hampshire
- Ohio
- Pennsylvania
- Tennessee
- Texas
- Utah
Amanda Snider Doren
Licensed to sell INSURANCE in the following jurisdictions:
- Arizona
- Michigan
- Virginia
Licensed to sell SECURITIES in the following jurisdictions:
- Arizona
- Louisiana
- Michigan
- Oregon
- Virginia
Aaron J. Snider
Licensed to sell INSURANCE in the following jurisdictions:
- Michigan
- Virginia
Licensed to sell SECURITIES in the following jurisdictions:
• Michigan
• Oregon
• Wisconsin
- Florida
- Michigan
- Texas
Please Note: We cannot communicate with, nor respond to requests from, users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
