Mon - Sat: 9:00am - 5:00pm CST

Welcome.

We help business owners increase profitability,

increase retention, reduce taxes, and form exit strategies.

Have you ever sat down with anyone to talk about all three?

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?

We work with CPAs, insurance professionals, estate planning lawyers, security advisors, etc. to help you attract and retain talent, pay less in taxes, strengthen your financial position, and plan your exit strategy.

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

Schedule a business strategy session

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 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!