What does the initial review cost?
There is no charge for the initial review. You also receive a complimentary Genesis Retirement Blueprint based on the information you provide.
Retirement planning for educators, families, and professionals
Bring your retirement into one clear income plan.
See how your pension, Social Security, workplace accounts and other savings may work together—before you decide what should move, when income should begin or what deserves a closer look.
See your retirement more clearly.
Virtual appointments through Google Meet · No obligation to move an account or purchase a product
Licensed guidance
Licensed professionals
Meet from anywhere
Private virtual appointments
A comfortable first step
Complimentary, no obligation
Privacy first
Your information is not sold
A real conversation
Meet with Daniel Snyder
Licensed professional · Virtual appointments
Your complimentary Blueprint
One coordinated view of income, timing and retirement accounts.
Fictional client example for illustration only.
Accounts we can help you evaluate
401(k)403(b)457(b)TSPIRARoth IRASEP IRAInherited IRA
Choose your starting point
Which conversation fits you?
Old retirement account
I have an account from a former job.
Review a 401(k), 403(b), 457(b), TSP or IRA before deciding whether to leave it, move it or consolidate it.
Review my account optionsEducator retirement
I am an educator reviewing my pension.
Coordinate your pension with 403(b), 457(b), Social Security, retirement timing and the income you want later.
Explore educator planningFortiGuard Monthly · October issue
Five smart money moves before year-end
A five-minute read about market noise, retirement contribution limits, holiday spending, financial scams and the decisions worth reviewing now.
Educator retirement specialty
Your pension is only one part of your retirement story.
About 85% of the families FortiGuard serves are educators. We help connect pension decisions with 403(b), 457(b), IRA, Social Security, retirement timing, and the income needed throughout retirement.
After your consultation, you can receive a complimentary, personalized Genesis Retirement Blueprint that turns the conversation into a visual planning report.
Explore educator planningFortiGuard Financial is not affiliated with or endorsed by PSERS or any government retirement system. Official pension calculations must come from the applicable plan.
Real Genesis Blueprint pages
See the report you can receive after your consultation
View full pageRetirement Income Analysis
See projected pension, retirement accounts, assets, and monthly income together.
View full pageIncome Through the Years
Visualize how pension, Social Security, and account income may work over time.
View full pagePension Options
Compare pension elections and the protection each option may provide.
View full pageYour Path Toward 100
Identify strengths, remaining gaps, and the highest-impact planning opportunities.
These are genuine Genesis Blueprint pages produced with a fictional educator profile for illustration only. They are not an official pension calculation, recommendation, or guarantee. Your report will reflect the information you provide and documented planning assumptions.
What clients say
Clear explanations. Patient guidance. Personal attention.
Read their full experiences“Dan is both professional and personable, and I truly appreciate how accessible and responsive he is.”
“Dan made time to meet with me and my husband and explain retirement, Social Security, and what my finances may look like.”
Testimonials reflect individual experiences and are not a guarantee of future results. Outcomes vary.
The FortiGuard rollover path
Clarity before movement.
Moving retirement money can affect taxes, investment choices, fees, guarantees, beneficiaries and future income. We slow the decision down so the next step makes sense.
Start your rollover review- 01
Understand what you have
We review the account, plan rules, costs, access needs, beneficiaries and the role this money should play in retirement.
- 02
Compare the real choices
Leave it, move it, consolidate it or reposition part of it. You see the tradeoffs before making a decision.
- 03
Build around your income plan
We coordinate the account with Social Security, pensions, liquidity, other savings and the income you want in retirement.
- 04
Move it with care
If a rollover is appropriate, we help coordinate the transfer and keep the process clear from paperwork through follow-up.
Before your complimentary review
Know what to expect before you book.
Do I have to move an account or buy a product?
No. The purpose of the first conversation is to organize your retirement picture and identify the decisions worth reviewing. There is no obligation to move an account or purchase a product.
How do appointments work?
After the brief questionnaire, your first free Google Meet is an intake conversation about your income, situation and goals. Recent account statements and a pension estimate are helpful, but FortiGuard will not ask for your Social Security number, driver’s-license information, account logins or payment. We typically meet again to present your Blueprint and email you a copy.