Business Details
42 Years
experience
Your Trusted Partner for Financial Planning Solutions
At SFS Wealth Management, we believe relationships form the foundation of effective wealth planning. Our approach centers on personalized strategies tailored to each client's unique investment, retirement, and wealth preservation needs. With decades of combined experience, our team of Certified Financial Planners provides comprehensive solutions grounded in patience, focus, and determination. We serve clients across Central Indiana and beyond, prioritizing long-term partnerships over transactional interactions.Our commitment extends beyond initial planningwe actively guide clients through evolving financial landscapes, ensuring their strategies remain aligned with their goals. By emphasizing education and rational decision-making, we help clients navigate market fluctuations with confidence. Our team's deep industry knowledge, spanning property and casualty insurance origins to modern wealth management, enables us to address complex financial challenges with practical solutions.
Services
Retirement Planning
Estate Management
Investment Strategies
Insurance Solutions
Tax Planning
Money Management
Lifestyle Planning
Details
- Year established: 1984
Highlights and features
- We offer personalized wealth management strategies tailored to individual goals
- Our team holds Certified Financial Planner designations with decades of experience
- We provide comprehensive services covering retirement, estate, and investment planning
- Our local expertise serves Central Indiana clients with nationwide capabilities
- We maintain ongoing partnerships through continuous financial guidance
Associations and certifications
- Certified Financial Planner Board of Standards
- FINRA
- SIPC
Services
Retirement Planning
We develop customized retirement income strategies considering Social Security optimization, qualified plans, and personal savings. Our approach balances risk tolerance with long-term sustainability, helping clients transition confidently into retirement while maintaining financial security through market cycles.
Estate Management
Our estate planning services coordinate healthcare directives, financial power of attorney, and asset distribution strategies. We help clients create organized plans that maintain control over wealth transfer while minimizing tax implications and ensuring family protection.
Investment Strategies
We construct diversified investment portfolios aligned with individual risk profiles and financial goals. Our methodology emphasizes disciplined rebalancing, tax-efficient positioning, and ongoing performance monitoring to help clients navigate changing market conditions while maintaining strategic focus.
Insurance Solutions
We evaluate clients' insurance needs through comprehensive risk assessments, recommending appropriate coverage for life, disability, and liability protection. Our approach ensures adequate safeguards against financial disruptions while avoiding unnecessary policy features.
Tax Planning
Our tax planning integrates with overall wealth management strategies, focusing on tax-deferred opportunities and efficient investment structures. We coordinate with accountants to implement legal strategies that minimize tax liabilities across different income sources and investment vehicles.
People
William (Bill) Snow
Founder
Certified Financial Planner with 35+ years experience. Established SFS Wealth Management in 1984 after insurance industry background. Holds FINRA Series 7 registration. Serves clients nationwide from Kokomo, Indiana office.
Jason Kendall
Financial Advisor
Certified Financial Planner with 20+ years in financial services. Joined SFS Wealth Management in 2008 after Shelter Insurance experience. Specializes in comprehensive financial planning and risk management solutions.
Melissa McFadden
Chief Operations Officer
Business Management graduate with Series 7 registration. With SFS Wealth Management since 2004, overseeing daily operations and client service processes. Ensures smooth implementation of financial plans and administrative efficiency.
Questions
What financial planning services do you offer?
We provide retirement planning, estate management, investment strategies, insurance solutions, tax planning, and comprehensive wealth preservation services tailored to individual client needs.
How do you work with clients?
We begin with a complimentary consultation, develop personalized plans based on goals and risk tolerance, then provide ongoing guidance through every stage of implementation.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners with FINRA/SIPC-registered securities services through our partnership with Osaic Wealth, Inc.
Do you serve clients outside Indiana?
While based in Central Indiana, we serve clients nationwide through virtual consultations and remote financial planning capabilities.
What fees are associated with your services?
Our compensation structure varies by service—consultations are complimentary while comprehensive planning and investment management fees are discussed during initial meetings.
How can I schedule an appointment?
Contact us directly at 765-453-3355 or through our website to arrange a free initial consultation with one of our financial planning professionals.
