At SFI we empower families and businesses in creating personalized financial road maps. Having a detailed plan provides the security and confidence that you and your loved ones will be taken care of in the event of an early passing or a long life of happiness. Our planning strategies encompass Survivorship Needs, College Planning, Retirement Goals, Long Term Care Needs and Generational Legacy building.
Our mission is to provide and assist you in developing your plan and ensuring your legacy. Which colleges would you like your children to attend and what will those future cost be?. At Snarr Financial we work for our clients, not the insurance companies. Working with the world's oldest and highest rated insurance firms enables us to provide you, our client, the most comprehensive and competitive strategies.
Many of the financial institutions we work with are A+ rated and over 100 years old. Snarr Financial is also proud partner of Guardus Insurance, a full service insurance agency which has been servicing the bay area for over 12 years.
Our mission is to provide and assist you in developing your plan and ensuring your legacy. Which colleges would you like your children to attend and what will those future cost be?. At Snarr Financial we work for our clients, not the insurance companies. Working with the world's oldest and highest rated insurance firms enables us to provide you, our client, the most comprehensive and competitive strategies.
Many of the financial institutions we work with are A+ rated and over 100 years old. Snarr Financial is also proud partner of Guardus Insurance, a full service insurance agency which has been servicing the bay area for over 12 years.
Services
Throughout my career I have helped hundreds of families and business owners create strategic plans that identify personal and business goals.
I make it my priority to deliver beyond my client's expectations by helping them strategize the best solutions based on their needs.
My dedication and passion has enabled me to build a successful and recognized business and to become apart of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT).
An international organization consisting of the top 1% of licensed financial professionals.
I make it my priority to deliver beyond my client's expectations by helping them strategize the best solutions based on their needs.
My dedication and passion has enabled me to build a successful and recognized business and to become apart of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT).
An international organization consisting of the top 1% of licensed financial professionals.
Regardless of what new technologies develop, or what new efficiencies are attained, it will always be people that truly make a business profitable.
How do we insure our business profitability?
We insure certain business assets.
What about the people?
Almost every business has key employees who are essential to its overall success.
A key employee can be anyone who is responsible for management decisions, is highly paid, or has a significant impact on sales and business development.
If a key employee passes unexpectedly, replacing that person's knowledge, experience and profitability can be costly.
How do we insure our business profitability?
We insure certain business assets.
What about the people?
Almost every business has key employees who are essential to its overall success.
A key employee can be anyone who is responsible for management decisions, is highly paid, or has a significant impact on sales and business development.
If a key employee passes unexpectedly, replacing that person's knowledge, experience and profitability can be costly.
In the event of a tragedy, having plenty of capital (cash) is key to help cover and protect everyday expenses, like the mortgage and household bills.
Without a surplus of cash your family could be faced with a burden of debt and financial stress.
Having the ability to pay off any outstanding debts is only the first part of Survivorship planning.
The second, is ensuring that your income is replaced, so that your family can maintain the same lifestyle for a number of years or indefinitely.
Third, ensuring financial stability for future needs such as college funding, retirement and other legacy goals.
Without a surplus of cash your family could be faced with a burden of debt and financial stress.
Having the ability to pay off any outstanding debts is only the first part of Survivorship planning.
The second, is ensuring that your income is replaced, so that your family can maintain the same lifestyle for a number of years or indefinitely.
Third, ensuring financial stability for future needs such as college funding, retirement and other legacy goals.
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