Mon - Sat: 9:00am - 5:00pm CST
Are you on track for your goals and dreams?
Hi! My name is Sarah Snyder.
I help individuals and families protect and grow their wealth.
I help business owners increase profitability, increase retention, reduce taxes and form exit strategies.
I coach and train ambitious and business-minded individuals to become financial entrepreneurs, building their own family business and bringing financial literacy to America.
Our mission is #NoFamilyLeftBehind.
Individuals & Families
We take an education-based approach to teach strategies traditionally used by America’s wealthy 1%. We then offer a simple financial needs analysis process to get you on track for your goals and dreams.
Business Owners
We help business owners increase profitability, increase retention, and reduce taxes. Have you ever sat down with anyone to talk about all three? I’d like to sit down with you for 20 minutes and show you how.
Could I do this?
Do you want to help give everyone an opportunity for financial independence, while at the same time building your own family legacy? Schedule a call to see what it takes to start in the financial industry.
AMERICA HAS A MAJOR FINANCIAL LITERACY PROBLEM
A Study by FINRA Investor Education Foundation
Most families are living with too much debt, are underprotected, and are not saving or don't know how much to save.
They don't have a strategy and they don't know how to make one.
We fight against financial illiteracy with financial education.
Our Mission is
#NoFamilyLeftBehind
3 Forces
STAND IN THE WAY
#1 Lack of financial education
What did you learn about money?
Probably something like this: Go to school, get a good job, save in your company's retirement plan, and hope for the best. Right? This plan doesn't cover most of your needs and puts you at risk in more than six different ways.
#2 The traditional financial industry
Who helps you with your money?
The financial industry usually only helps people who are already rich. That leaves most Americans without support. We believe everyone should have a chance at financial independence.
#3 Shame
Were you taught not to talk about money?
We're often embarrassed to talk about money, whether we have a lot or a little. So, we don't ask for help, and when we find answers, we don't share them. This keeps us and our loved ones in the dark. Will you help us change this?
Do you know the secrets of the wealthy?
How money works
The most fundamental rule of money is the rule of compounding interest. Get on the right side of it, and it will establish you. Get on its wrong side, and it will tear you down and bury you in debt.
A financial strategy
No destination in mind? Try as you might, you’ll never know if you’ve made it. But when you are clear on where you are going, you can simply work with your GPS (financial strategist) to “recalculate” when you hit unexpected obstacles.
A team in your corner
Do you go to a cardiologist for cancer, or a pediatrician for eye care? Financial professionals are specialists, too. The wealthy know it is important to have a team in their corner. We do, too. When you work with us, you have access to our network of insurance professionals, investment advisors, estate planning lawyers, tax professionals, and more.
Meet The Team
Sarah Snyder
Hi! I'm a financial professional, with a background in communications and project management. I work with families from California to Georgia and beyond!
From rural Papua New Guinea to mega-city China to middle America, I've enjoyed a variety of cultures and places. Each person and each business is unique, and I believe it is important to listen and ask good questions.
My husband Bob and I have seen first-hand how problems in finance can lead to all sorts of problems. So in addition to serving our clients, we seek to build a team of financial professionals who help people dream again, walk in freedom, live generously, and maximize their impact.
Bob and I love living in community. Our relationship with God is foundational to our lives.
We live with our daughter in small-town Missouri, just down the street from my parents. In spare moments, you can find me lost in a novel, or creating art. I also love exploring mountains, oceans, and new cities!
Katie Wong
Hi! I am a financial professional with a background in law enforcement and 911 first response. I head up our Texas team, but am also positioned to work nationally.
I am passionate about bringing financial literacy to my community by serving individuals and training the community at large. My goal is to end poverty cycles and set up the next generation for success.
I spent years living and working in Asia, where I applied my bachelor’s degree in East Asian Studies. I am conversational in Chinese and also speaks some Japanese.
Now, I live in Waco, TX, with my two cats and am preparing to be a foster mom. When I am not helping clients protect and build their wealth, I enjoy getting lost in a good book—or writing one!
There are 3 primary ways we can assist with your financial future
You are your hero of your journey. We are here to help you build your financial future.
#1
We help you reach your personal financial goals for yourself and your family.
#2
We help your business form financial strategies, from establishment to exit.
#3
We help you build a financial services business where you can make good money, anywhere.
2 Most Important Numbers for Individuals & Families
FINANCIAL INDEPENDENCE
(FIN) Number
Do you know how much money to save per year to reach your retirement goal?
Do you know how much money you need saved to retire and stay retired?
TOTAL INSURABLE NEED
(DIMEF) Number
If you got sick and could no longer work, do you have something to replace your income?
If you passed away prematurely, would you leave your family in a good position, or not?
Our 4 Step Process
Listen - Tell us your dreams, goals, and challenges. We’ll listen. Then we can look at what makes sense for you.
Educate - You deserve to work with someone who will teach you about finance and answer your questions. Then you can understand your options, and make good decisions.
Strategize - The American financial status quo isn’t working for most people. To go against that flow takes courage, but it’s worth it. We’ll look at strategies designed to put you on track for a brighter future.
Implement - Knowledge is not power unless it is applied. We give you education and strategies AND help you apply them so you can take care of yourself and your family.
6 step financial plan for individuals & families
Increase Cash Flow
Earn additional income
Shop out and manage expenses
Pay less taxes
Debt Management
Eliminate debt
Restore credit
As a result, free up money for other goals
Emergency Fund
Get on track for 3-6 months’ of income saved for emergencies
Proper Protection
Protect against loss of income or life
Protect life savings from being decimated by long-term care
Fund your legacy
Wealth Building
Build to outpace inflation
Minimize tax obligations
Plan for retirement
Preserving Wealth
Leave a legacy
Avoid probate
Reduce taxes
What People Are Saying
Sarah Snyder helped us create a solid plan to get out of debt and build an emergency fund. Despite some unexpected setbacks, we've been able to handle surprise expenses, like our daughter's car, and even take our first vacation in (20?) years!
Sarah also guided us in setting up term insurance, with plans to transition to permanent insurance to fund the trust she helped us establish. Now, we have peace of mind knowing we'll leave an inheritance for our kids.
- Rick & Emily, Florida
Sarah Snyder and her team helped us get term life insurance for our family. We have a young daughter, and it's a relief to know that if something happened to Will or me, there would be money to take care of our family.
Sarah also gave us a free will, so we could name a legal guardian for our daughter and not have to ever worry about her ending up in the foster system.
- Will & Jessica, Missouri
Sarah educated me on how money grows and is taxed. She helped me put together a plan to meet my goals for retirement so I didn’t have to worry about whether or not I would run out of money in retirement.
You should have Sarah Create a plan for you so you will k now what your retirement will be like.
- Steve, Kansas
Sarah helped me protect my retirement plan by moving it to a top-rated company which guarantees I will never experience another market loss, while still positioning me for growth. Between the sign-on bonus and my gains this last year, I made 14.6% my first year!
- Rachael, Nevada
Sarah went above and beyond to craft a comprehensive financial strategy for me that considered my cash flow, wealth-building goals, and insurable need. She also helped me take back control of an old retirement account that I had almost given up on. She moved it to a new account where I am protected against any future market loss, but am still positioned to capture growth.
Sarah continues to check in with me, and make sure I understand my options and how I can maximize my growth potential.
- Jennie, California
This team created a financial plan for me that gives me peace of mind about my future and my financial goals. During that process, they recognized my passion for helping people, and introduced me to the personal finance industry as a profession.
Because I found so much value in the care they showed, the education they imparted, and the time they put into making sure my goals would be met through the plan she developed, I decided I wanted to learn how to help others in the same way. In particular, I am passionate about bringing financial literacy to my community, ending cycles of poverty, and setting the next generation up for success.
- Katie, Texas
You’re a business owner. Do you have a comprehensive financial team?
Strategies for your family
and your net worth
Do you work with financial professionals on all three sides of the industry?
Do you work with more than two financial professionals, to make sure your advisors have your best interest?
Do you have access to a team that includes insurance professionals, real estate professionals, a CPA, an estate planning lawyer, and an investment advisor who can coordinate to maximize your net worth?
Are you completely satisfied with your strategy for building generational wealth?
Strategies for your business
What happens if your business partner passes away? Are you prepared to buy their share?
Do you have a top-notch key employee plan for attracting and retaining talent?
Are you looking for a discriminatory employee benefit plan?
Do you have a plan that will allow you to sell your company and pay minimally - or nothing at all - on your taxes?
A team in your corner
Have you ever heard of a Family Office?
I work with CPAs, insurance professionals, estate planning lawyers, security advisors, etc. to treat your net worth like its own company. Our goal is to maximize your net worth, and we are a cost-effective alternative to having a dedicated in-house family office.
Business owners, are you positioning your business well?
Maximize Profit
Key Strategies
Capital Maximization Strategies
Individualized incentive-based employee benefits
Increase Retention
Key Strategies
Executive Bonus Plans
Key Employee Benefits
SOLAR Plans
Pay Minimum Tax
Key Strategies
Restricted Property Trusts
Bonus Depreciation Strategies
Split Dollar Loan Regimes
Exit / Legacy
Key Strategies
Buy-Sell Agreements
Blockchain Trusts
Families shouldn't have to handle finances alone and just hope for the best. Let's work together and help more people.
There are three primary ways we can partner:
Referral Partner
This is for you if you want an additional stream of income for helping people, but don’t want to be the financial professional to actually serve them.
Strategic Partner
This is for you if you have a book of clients in a related field, but want to increase your offer stack with additional services. We will do the work for you.
Business Partner
Are you looking for an opportunity to own and take pride in, while helping others? Something that equips you to build time and financial independence? If yes, becoming a business partner is for you.
Our Core Values - 5Fs
Our goal: You thrive, holistically.
Faith
Family
Finance
Fitness
Fun
FAQ
What can a financial strategist do for me?
A financial strategist's goal is to understand where you are at and where you would like to be. Then, together, we can identify strategies, make recommendations, and take action.
Here are some strategy examples:
Wealth Building Planning: A financial strategist can help you create a plan that takes into account your financial goals, risk tolerance, and time horizon. Sometimes we strategize with our clients on how to build generational wealth.
Retirement Planning: A financial strategist can help you create a retirement plan that considers your income, expenses, investment returns, risk, and tax exposure. This will help to ensure you don't outlive your money.
Estate Planning: A financial strategist can assist in developing an estate plan that outlines how your assets will be managed in life and distributed after your death. They can also help you minimize estate taxes and ensure your wishes are carried out.
Reduce taxation: A financial strategist can help you minimize your tax liabilities by implementing tax-efficient strategies.
Risk Management: A financial strategist can help you protect yourself and your assets by identifying and managing potential risks, such as market volatility, unexpected expenses, and concerns about longevity.
Is this going to cost me a lot of money?
No. Our mission is “No family left behind”. You can rest assured that you will never pay us a dime for our services. All we ask is, if you love the plans we make for you, you help us help more people.
Can you help with budgeting?
Yes, our first step in the process is making sure your expenses are under control.
What’s the difference between you and a financial advisor?
There are different types of financial advisors, with different levels of licensing and certifications. Many advisors wear multiple hats.
As financial strategists, we help you identify and prioritize your financial goals, as well as devise and implement a long-term strategy. We also work with a team of specialists including insurance professionals, investment advisors, estate planning lawyers, tax professionals, and more in order to treat your net worth like its own business. A financial advisor typically provides more specific advice on how to invest and manage your money.
Many advisors charge $500-$5,000 for the same information we provide for free. It is also common for financial advisors to charge a fee for assets under management, typically 1% - 2% of your portfolio each year. With our services, we don’t have to do that. All we ask is if you love what we do for you, then help us help more people.
Can you help me reduce my taxes?
owner, we also work with tax strategists who can architect your tax structure so that you pay the least taxes possible as you conduct your business.
Is it worth becoming an independent non-captive financial strategist?
This is a great place to learn and earn! Our team is under an agency that is a leading competitor in the financial services industry. Over 190 of America's A-rated financial institutions trust us to deliver results for them. The systems and training in place within our agency are second to none.
Are you a licensed financial professional?
Yes, I am licensed and insured to preform financial services and educate clients in the USA.
Do you have access to all areas of my financial needs?
Yes, our team is a part of a full service financial firm offering free financial services in the USA. We have access to securities, banking products, and insurance. With over 190 top companies on our platform, we like to consider ourselves the "Amazon of financial services".
Do you really offer a free will?
Yes, we offer every client a will at no charge to them.
Do you need experience to become an agent here?
No previous experience is required, but you will need to complete all licensing and training requirements before you can independently serve clients.
Join me in the mission of
#NoFamilyLeftBehind and #BuildingEntrepreneurs
I am looking to coach and train about twenty financial professionals in 2024 Q1. Interested? Please click below.
Connect WITH SARAH
Connect with Sarah on social media
The Power of Choice for Families
Cash flow strategies
Debt strategies
401(k) / IRA rollovers
Fixed Indexed Annuities
Personal pension plans
Life insurance
Living benefits
Indexed Universal Life insurance
Universal banking strategies
College plans
Long term care
Disability insurance
Estate planning
Legacy planning
Family tax saving strategies
The Power of Choice for Businesses
Buy-sell agreements
Capital Maximization Strategies
Executive bonus plans
Key employee benefits
S.O.L.A.R. plans
Split dollar loan plans
Tax reduction strategies
Restricted property trusts
Blockchain trusts
Partner to Serve
Referral Partner
Strategic Partner
Business Partner
Services
Free personal financial reviews
High networth family strategy sessions
Business owner strategy sessions
Guest speakers on financial education
Guest speakers on entrepreneurship
Portfolio analysis
Workshops
Work with Me
Mission #NoFamilyLeftBehind