Colette Snyder

Welcome

Welcome to JH Advisers! We are independent, fiduciary financial advisors serving clients in Colorado and beyond. Our approach is centered around education, communication, and looking at your whole financial picture.

Financial planning involves more than investments. We consider your retirement, investments, taxes, Social Security, estate planning, risk, and personal goals. We take the time to explain how these areas connect and provide information to help you make informed financial decisions.

Education is an important part of our work. Through educational videos, webinars, financial resources, events, quarterly market updates, and our short “Hot Takes,” we share information on topics such as investing, retirement, taxes, Social Security, and current market conditions. If you would like to learn more, you can find our educational videos on the Events section of our website.

Colette Snyder, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and co-owner of JH Advisers. With more than 15 years of experience in financial planning, Colette works with clients at different stages of life and enjoys making financial topics easier to understand.

Whether you are preparing for retirement, reviewing your investments, considering tax strategies, or looking at your overall financial picture, we welcome the opportunity to learn more about you and your goals.

Your finances are more than a number. Let’s look at the whole picture.

Areas of Focus

• Financial planning
• Investments
• Financial education
• Issues facing women and their finances
• Social Security benefit maximization
• Long-term care
• Medicare
• Life insurance

Interests & Community Participation

• Hope House Volunteer – Financial Education for Teen Moms
• Women's lifestyle financial education
• Gardening
• Playing Guitar
• Spending time with my two lovely daughters

Education

• CFP® – CERTIFIED FINANCIAL PLANNER™ Practitioner
• Investment Adviser Representative
• University of Denver, 2008 – Bachelor of Arts

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure