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Personalized ConsultingThink back to your favorite coach or teacher when you were growing up. That person was probably someone who challenged you, encouraged discipline, and was a master of their craft. At Chronim, we like to think of ourselves as the proverbial coach – blowing our whistles and making you practice, practice until you get it right. We make sure you truly understand the "hows and whys" of the Snider Investment Method®! As a Personalized Consulting client, a registered investment advisor will be assigned to you. You will meet with your advisor to set defined outcomes and deadlines to ensure you become comfortable and knowledgeable using the Snider Method. In addition, you get all of the benefits of the General Consulting client including:
ACCOUNT ASSISTANCEChronim will assist you as you set up and fund your brokerage accounts. It is not uncommon for clients to have questions about the best way to handle this process, especially when there are rollovers, multiple existing accounts, and IRAs. We can help you get your account(s) ready to trade with ease.
BROKER DISCOUNTSChronim works with preferred brokerages to get competitive commission rates for clients. When those discounts are available, we will work with you to make sure you receive them.
VACATION TRADESIf you find yourself, for any reason, unable to place your trades by the end of the week beginning with Trade Day, Chronim will place your trades for no additional charge. We prefer to have a least one week lead time to look over your worksheets and prepare for your trades. However, if you find yourself in a jam and you don't have a week's lead time, contact us anyway. We'll work with you to see how we can get your trades done. We reserve the right to limit the number of annual vacation trades. If you feel you are going to need frequent vacation trades you may need to evaluate Chronim’s Asset Management services.
DISTRIBUTIONSOnce you are off and running with the Snider Method, we can help you withdraw funds from your account when you are ready to take distributions.
ACCESSAnytime you find yourself with a question or concern, Chronim is only a call or e-mail away. We are always happy to answer the how, why, and even the why not questions you may have as you use the Snider Method.
TREMENDOUS BARGAINYou get all of these services for $75 a month!
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