Business Details
Your Trusted Financial Planning Partner
At SFI Snarr Financial & Insurance Services, we specialize in creating strategic financial plans tailored to both personal and business goals. With over two decades of experience, our team has helped thousands of families and entrepreneurs navigate complex financial landscapes. As a proud member of the Million Dollar Round Table (MDRT), representing the top 1% of financial professionals globally, we combine industry-leading expertise with personalized service. Our focus spans business planning, including buy-sell funding and key person insurance, alongside personal solutions like retirement planning and long-term care.Holding advanced certifications such as LACP and actively pursuing ChFC and CLU designations, we maintain rigorous professional standards. Through the Society of Financial Services Professionals (FSP), we collaborate with licensed peers to ensure comprehensive, ethical guidance. Our commitment extends beyond clients to community education, exemplified by our podcast and best-selling publications on Social Security and Long-Term Care. By prioritizing transparency and client-centric solutions, we aim to protect assets while fostering sustainable financial growth.
Services
Long Term Care
Life Insurance
Social Security
Medicare
Retirement Planning
Asset Protection
Highlights and features
- We offer strategic financial planning for both personal and business needs
- Part of the top 1% financial professionals in MDRT
- Author of best-selling books on Social Security and Long-Term Care
- Certified professionals with CFF, CLTC, NSSA, LACP designations
- Active in community financial education through SFI Snarr Financial & Insurance Services
Associations and certifications
- Million Dollar Round Table (MDRT)
- Society of Financial Services Professionals (FSP)
Services
Long Term Care
Our Long Term Care solutions help protect your retirement portfolio by addressing potential future care needs. With 70% of people requiring some level of care, we design coverage strategies that safeguard both personal assets and family financial stability. Our approach combines insurance products with comprehensive planning to ensure quality care without compromising retirement goals.
Life Insurance
Modern life insurance solutions provide living benefits for critical illnesses while serving as legacy tools. We help clients structure policies to generate tax-free income for beneficiaries and integrate with broader estate planning strategies. Our focus ensures both immediate protection and long-term wealth transfer objectives are met.
Social Security
Optimize your Social Security benefits through personalized analysis. We create maximization reports to help clients extract maximum value from lifelong contributions. Our strategies consider retirement timelines, spousal benefits, and tax implications to enhance overall financial security.
Retirement Planning
We develop predictable retirement plans with guaranteed income streams and inflation protection. Our strategies ensure portfolios last throughout retirement while maintaining tax efficiency. By combining annuities, investment management, and distribution planning, we create sustainable financial futures for clients.
Asset Protection
Our multi-layered asset protection strategies safeguard wealth across personal and business domains. From basic insurance to advanced estate planning techniques, we implement tailored solutions that shield assets from potential risks while maintaining liquidity and growth potential for long-term security.
People
Roy Snarr
Financial Strategist
Certified financial expert with CFF, CLTC, NSSA, and LACP credentials. Serves on the Society of Financial Services Professionals board. Author of Amazon best-sellers on Social Security and Long-Term Care. Part of the top 1% MDRT organization.
Questions
What financial planning services do you specialize in?
We focus on retirement planning, long-term care solutions, life insurance strategies, Social Security maximization, and business protection plans tailored to individual and corporate needs.
How do you help with Social Security benefits?
We analyze your work history and retirement timeline to create a maximization report, ensuring you receive optimal benefits while coordinating with overall retirement strategies.
What makes your asset protection approach unique?
We combine traditional insurance with advanced estate planning techniques, creating layered protection strategies that address both personal and business-related financial risks comprehensively.
Can you assist with business owner financial needs?
Yes, we specialize in buy-sell agreements, key person insurance, partnership protection, and executive bonus planning to secure business continuity and owner financial objectives.
What credentials do your advisors hold?
Our team includes Million Dollar Round Table members with LACP certification, actively pursuing ChFC and CLU designations through the American College of Financial Services.
