FAQ

What Can We Help Answer?

Industry Jargon:

Who is your typical client?


Generally: Many of the clients that we serve need help with everday questions like:

  • Can I afford this house?
  • Which investment funds should I pick inside my 401(k)?
  • How much should I save for retirement?
  • Can we afford to send our kid to this college?
  • How do I best pay back my student debt?
  • Am I on track to retire when I want to? If not, what should I do?
  • Do I have too little or too much life insurance to protect my family?
Specialized Expertise: Professionals with significant student debt. Mid-career parents with kids nearing college (junior year or younger preferred). Helping entreprenuers start their business, and established business owners grow their companies.




What makes Mellen Money Management different?


Helping clients balance their priorities between paying for college and saving for retirement. We see a lot of financial advisory firms miss the mark with this part of the planning process. They don't take it to the level of detail that we do. Therefore, money is being left on the table. Ulimately, Scott and Ian's specialized knowledge in the college space is especially important to young professionals who have a signficant amount of student debt, as well as the family's who are about to send their children off to college. $100,000 in student debt is scary, but is too often a reality... And financial aid is too often confusing for the average parent. Additionally, Scott's 6+ years in banking has enabled him to help coach his clients through the mortgage process, shop other lenders, connect them with the trustworthy experts in town, and be in the right position to get approved for a business loan.




How did you come up with the name Mellen Money Management?


The firm was named after the founding partner's (Scott Snider) grandparents, who helped pave his way to an affordable college education. Without their generosity, Scott would have been stuck climbing out of student debt, much like so many young professionals are today.





What's in it for me? (the client)

Who is your typical client?


Generally: Many of the clients that we serve need help with everday questions like:

  • Can I afford this house?
  • Which investment funds should I pick inside my 401(k)?
  • How much should I save for retirement?
  • Can we afford to send our kid to this college?
  • How do I best pay back my student debt?
  • Am I on track to retire when I want to? If not, what should I do?
  • Do I have too little or too much life insurance to protect my family?
Specialized Expertise: Professionals with significant student debt. Mid-career parents with kids nearing college (junior year or younger preferred). Helping entreprenuers start their business, and established business owners grow their companies.




What makes Mellen Money Management different?


Helping clients balance their priorities between paying for college and saving for retirement. We see a lot of financial advisory firms miss the mark with this part of the planning process. They don't take it to the level of detail that we do. Therefore, money is being left on the table. Ulimately, Scott and Ian's specialized knowledge in the college space is especially important to young professionals who have a signficant amount of student debt, as well as the family's who are about to send their children off to college. $100,000 in student debt is scary, but is too often a reality... And financial aid is too often confusing for the average parent. Additionally, Scott's 6+ years in banking has enabled him to help coach his clients through the mortgage process, shop other lenders, connect them with the trustworthy experts in town, and be in the right position to get approved for a business loan.




How did you come up with the name Mellen Money Management?


The firm was named after the founding partner's (Scott Snider) grandparents, who helped pave his way to an affordable college education. Without their generosity, Scott would have been stuck climbing out of student debt, much like so many young professionals are today.





Who we serve:

Who is your typical client?


Generally: Many of the clients that we serve need help with everday questions like:

  • Can I afford this house?
  • Which investment funds should I pick inside my 401(k)?
  • How much should I save for retirement?
  • Can we afford to send our kid to this college?
  • How do I best pay back my student debt?
  • Am I on track to retire when I want to? If not, what should I do?
  • Do I have too little or too much life insurance to protect my family?
Specialized Expertise: Professionals with significant student debt. Mid-career parents with kids nearing college (junior year or younger preferred). Helping entreprenuers start their business, and established business owners grow their companies.




What makes Mellen Money Management different?


Helping clients balance their priorities between paying for college and saving for retirement. We see a lot of financial advisory firms miss the mark with this part of the planning process. They don't take it to the level of detail that we do. Therefore, money is being left on the table. Ulimately, Scott and Ian's specialized knowledge in the college space is especially important to young professionals who have a signficant amount of student debt, as well as the family's who are about to send their children off to college. $100,000 in student debt is scary, but is too often a reality... And financial aid is too often confusing for the average parent. Additionally, Scott's 6+ years in banking has enabled him to help coach his clients through the mortgage process, shop other lenders, connect them with the trustworthy experts in town, and be in the right position to get approved for a business loan.




How did you come up with the name Mellen Money Management?


The firm was named after the founding partner's (Scott Snider) grandparents, who helped pave his way to an affordable college education. Without their generosity, Scott would have been stuck climbing out of student debt, much like so many young professionals are today.





Doing business together:

Who is your typical client?


Generally: Many of the clients that we serve need help with everday questions like:

  • Can I afford this house?
  • Which investment funds should I pick inside my 401(k)?
  • How much should I save for retirement?
  • Can we afford to send our kid to this college?
  • How do I best pay back my student debt?
  • Am I on track to retire when I want to? If not, what should I do?
  • Do I have too little or too much life insurance to protect my family?
Specialized Expertise: Professionals with significant student debt. Mid-career parents with kids nearing college (junior year or younger preferred). Helping entreprenuers start their business, and established business owners grow their companies.




What makes Mellen Money Management different?


Helping clients balance their priorities between paying for college and saving for retirement. We see a lot of financial advisory firms miss the mark with this part of the planning process. They don't take it to the level of detail that we do. Therefore, money is being left on the table. Ulimately, Scott and Ian's specialized knowledge in the college space is especially important to young professionals who have a signficant amount of student debt, as well as the family's who are about to send their children off to college. $100,000 in student debt is scary, but is too often a reality... And financial aid is too often confusing for the average parent. Additionally, Scott's 6+ years in banking has enabled him to help coach his clients through the mortgage process, shop other lenders, connect them with the trustworthy experts in town, and be in the right position to get approved for a business loan.




How did you come up with the name Mellen Money Management?


The firm was named after the founding partner's (Scott Snider) grandparents, who helped pave his way to an affordable college education. Without their generosity, Scott would have been stuck climbing out of student debt, much like so many young professionals are today.





How we operate:

Who is your typical client?


Generally: Many of the clients that we serve need help with everday questions like:

  • Can I afford this house?
  • Which investment funds should I pick inside my 401(k)?
  • How much should I save for retirement?
  • Can we afford to send our kid to this college?
  • How do I best pay back my student debt?
  • Am I on track to retire when I want to? If not, what should I do?
  • Do I have too little or too much life insurance to protect my family?
Specialized Expertise: Professionals with significant student debt. Mid-career parents with kids nearing college (junior year or younger preferred). Helping entreprenuers start their business, and established business owners grow their companies.




What makes Mellen Money Management different?


Helping clients balance their priorities between paying for college and saving for retirement. We see a lot of financial advisory firms miss the mark with this part of the planning process. They don't take it to the level of detail that we do. Therefore, money is being left on the table. Ulimately, Scott and Ian's specialized knowledge in the college space is especially important to young professionals who have a signficant amount of student debt, as well as the family's who are about to send their children off to college. $100,000 in student debt is scary, but is too often a reality... And financial aid is too often confusing for the average parent. Additionally, Scott's 6+ years in banking has enabled him to help coach his clients through the mortgage process, shop other lenders, connect them with the trustworthy experts in town, and be in the right position to get approved for a business loan.




How did you come up with the name Mellen Money Management?


The firm was named after the founding partner's (Scott Snider) grandparents, who helped pave his way to an affordable college education. Without their generosity, Scott would have been stuck climbing out of student debt, much like so many young professionals are today.





Call

(904) 580 - 4698

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