Credentials

This number of credentialed financial advisors is unmatched in our region, setting SNBT apart for delivering world-class investment solutions.

  • 7 Certified IRA Services Professionals (CISP)
  • 8 Certified Trust & Fiduciary Advisors (CTFA)
  • 3 Certified Financial Planner™ Professionals
  • Paul Aftanas, CFP® • Sam Hofer, CFP® • Michael J. Kolasa CFP®
  • 2 Attorneys
  • 2 Chartered Life Underwriter® (CLU®) Professionals
  • 1 Accredited Investment Fiduciary
  • 1 CFA Charterholder (Chartered Financial Analyst)
  • 1 Chartered Advisor of Philanthropy (CAP)
  • 1 Chartered Financial Consultant® (ChFC®)
  • 1 Chartered Advisor in Senior Living® (CASL®)
  • 1 Retirement Income Certified Professional® (RICP®)

  • 1 Long-Term Care Professional (LTCP)

Call The Retirement Experts for:

  • Rollovers & Transfers
  • Traditional / Roth IRAs
  • When to Retire
  • Budgeting in Retirement
  • Social Security Strategies
  • Sustainable Retirement Income
  • Estate Planning
  • Beneficiary Options
  • Succession Planning
  • 401(k) / 403b / SEP, and other
    business retirement plans

When Should I Begin Saving for Retirement?

There's no time like the present to start saving for the golden years ahead. With that said, it's easy to let other financial obligations get in the way of your savings goals. The Retirement Experts are hear to help you plan for the future and ensure you're on track to meet your financial goals.

Retirement Calculators

Let us help you do the math.

Our comprehensive retirement calculators will help you crunch every number to set a clear road map to reach your financial goals.

Achieve Your Retirement Vision

Discover what The Retirement Experts® can do for you!