CLIENT CARE MEMBERSHIPS
ESTATE PLANNING ISN’T ONE-AND-DONE Your life will change, and so should your plan. That’s why Snyder Law offers our exclusive Client Care Memberships. These annual plans help ensure your documents stay up to date, your family stays informed, and you stay prepared for whatever life brings next.
WHY OUR CLIENTS LIKE THE CLIENT CARE PROGRAM
“I like the peace of mind around the program and knowing I can make changes and update the plan without a charge.” ✓ Free trust reviews & updates ✓ Unlimited document storage ✓ Direct access to legal support ✓ Family-focused planning & guardianship tools ✓ No surprise fees, just peace of mind
I’m a second-generation financial advisor with Edward Jones, inspired by watching my father help clients navigate the unexpected and prepare for a work-optional retirement. Our firm believes the best way to do business is through one-on-one, personal relationships. As a branch team, we take the time to understand what matters most to you. Using an established process, we create personalized strategies to help you reach your goals, and we partner with you throughout life to help keep you on track. Would it be valuable to have a financial advisor who motivates you to take control of your finances? Clients often choose to work with me because of my disciplined approach and commitment to long-term partnership. I help them stay focused and adapt as life or the economy changes. In addition to individual investors, I work closely with successful business owners, collaborating with their CPAs to implement retirement plans, key person insurance, and succession strategies. Edward Jones has entrusted me with mentoring other advisors on best practices, and I’m proud to share the connections I’ve built while serving the community. I sit on the Board of Directors for the Costa Mesa Chamber of Commerce, serve as president of the Kiwanis Club of Costa Mesa, and I am a Board member of the Vanguard University Foundation. I also serve as the Chair for the Vanguard University Investment Council, overseeing the endowment. I hold a degree in business administration from Vanguard University and the CRPS™ designation. I live in Costa Mesa with my wife, Brittany, and our children—Maverick, Sedona, Indiana, and Augusta. Outside of work, I enjoy coaching baseball, golfing, traveling, and gardening on our suburban homestead. Based on what I’ve shared, would you find value in a quick phone call?
WHAT’S INCLUDED IN MEMBERSHIP
• Document updates (as allowed by tier)
• Priority access to your attorney and legal team
• Annual review meetings
• Peace of mind knowing your plan evolves with your life
Focus Areas: • Entrepreneur & Business Owners • Business Retirement Plans • Retirement Income Strategies • Estate & Legacy Strategies • Insurance & Annuities • Intergenerational Planning
Nick Peterson, CRPS® Edward Jones 949 South Coast Drive Suite 475 Costa Mesa, CA 92626 (714) 486-1849 Nick.Peterson@edwardjones.com
• Support for major life events, including births, deaths, marriages, and relocations
www.edwardjones.com
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