Joey Snyder is a financial advisor with North Star Resource Group’s Medical Division. He has developed a national financial consulting practice working primarily with physicians, dentists and their families. He has dedicated his career to developing long term client relationships by taking a personal holistic approach to financial advising. That starts with an educational and transparent process to help his clients understand and develop an approach to confidently embark upon the journey toward achieving the ultimate goal that is financial independence.
Similar to his clients, by having a specialized practice he has quickly become an expert in the needs of physicians and dentists and the various topics facing them on a daily basis.
When helping his clients develop a comprehensive strategy as an Independent Financial Advisor, Joey can employ the following areas of expertise:
- Tax Minimization Strategies*
- Asset Protection Strategies*
- Risk Management
- Retirement strategies and programs (Solo 401(k), SEP, 410(k), 403(b), Roth IRA, etc.)
- Debt management (student loans, personal loans & credit cards)
- Medical Specific "own occupation" Disability Insurance strategy
- Life insurance strategy
- Cash flow organization
- College funding vehicles*
- Wealth management
- Analyzing employee benefit packages*
- Benefit reviews for residents and fellows preparing to enter practice*
- Long-term care insurance strategy
- Financial strategies to help exit your practice*
Joey’s focus on helping individuals understand and explore the unique areas of finance which apply specifically to them is shown not only by his educational approach to finance, but also through the handful of educational seminars held at numerous universities and teaching hospitals throughout the east coast on these topics and more.
Joey is a graduate of Grinnell College with a degree in Economics. He is FINRA Series 7 and Series 66 registered; as well as being licensed in Life, Health, Disability and Long-Term Care insurance. On a personal note, Joey enjoys spending time with his family and fiancée, Rainy. The two of them enjoy exploring the great outdoors camping and hiking with their dog, Sancho.
Joey is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.
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Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
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Durham2525 Meridian Parkway, Suite 450
Durham, NC 27713