Retirement planning, described by the people we serve.

I highly recommend Daniel Snyder at FortiGuard Financial for retirement consultation services. Since partnering with him in November 2024, I have already recommended his services to multiple co-workers and family members.

He has been incredibly helpful in breaking down my current retirement package and providing clear projections of where I stand financially upon retirement based on my existing investments. Dan took the time to help me think about my long-term financial goals and what additional investment options I should consider to help ensure a comfortable retirement. One of the key actions we took together was setting up a Roth FLOW account, which has made a significant difference in my retirement planning.

Additionally, Dan educated me on the value of life insurance policies with living and death benefits, which I decided to open with his guidance. His expertise in this area has been invaluable.

Dan is both professional and personable, and I truly appreciate how accessible and responsive he is whenever I have questions about my policies or new considerations I am exploring. He has been transparent and has provided me with sound advice that I trust. If you are looking for reliable, knowledgeable, and approachable retirement consultation, I wholeheartedly recommend Daniel Snyder’s services.

I am writing in reference to my dealings with Dan Snyder and FortiGuard Financial Solutions. I am not a fiscally minded person, so it required a lot of time and patience to help me understand my retirement.

I had a 403(b) established with another company. I spoke with Dan about my financial expectations for retirement, and he was able to find an alternative for my retirement investments. While I have not yet retired, I expect a stronger, more financially sound approach for my money when I leave the workforce. This is a result of Dan’s exhaustive efforts to find investments suited to my needs and resources.

Dan made time to meet with me and my husband and explain retirement, Social Security, and what my finances may look like when I retire. He reached out to us numerous times to review our finances and options.

Dan also spent a great deal of time working with me to receive funds that were invested with another company. That company was extremely difficult to deal with and appeared very reluctant to release my money. Dan never gave up and intervened on my behalf to help secure my funds.

I truly trust Dan and would recommend him to anyone looking for someone to provide sound financial advice and appropriate investment options.