Mon - Fri: 9:00am - 5:30pm CST
States We Serve & Financial Services We Provide
We help families and business owners strengthen the financial foundations that support the people who depend on them.
We are currently licensed to serve clients in:
Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Michigan, Missouri, Nebraska, New Jersey, Nevada, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Virginia.
Frequently Asked Questions
Can we work together if we don't live near you?
Yes. Most meetings are conducted virtually by phone or video conference.
What states are you licensed in?
Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Michigan, Missouri, Nebraska, New Jersey, Nevada, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Virginia.
I don't see my state above. Can I still work with you?
Go ahead and schedule an initial conversation. If it looks like we are a mutual fit, we can apply for the required licenses to work in your state.
What if I move to another state?
We can often continue working together, depending on licensing and product availability.
Do you meet clients in person?
We work both virtually and in person when practical.
What services do you provide?
We help clients evaluate protection, retirement, long-term care, legacy planning, cash flow, business continuity, and related financial strategies. When specialized legal, tax, or investment expertise is needed, we coordinate with trusted professionals.
What if I already have life insurance, retirement accounts, or investments?
Many clients already have financial tools in place. The goal is often to determine whether those tools work together effectively.
Do you offer estate planning resources?
We can connect eligible clients with estate planning resources, including complimentary wills and other planning tools, depending on their needs.
Do you work with business owners?
Yes. We help business owners address continuity, succession, retention, and personal financial planning considerations.
Licensed in 20+ States Nationwide
©2025 Sarah Snyder Financial Strategist. All rights reserved.