Articles By Roy Snarr

“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.” Roy SnarrMy dedication and passion has enabled me to build a successful and recognized business and to become a part 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. As a part of my ever-growing financial education I serve as a local Board member for the Society of Financial Services Professionals (FSP). I hold an LACP designation; Life and Annuity Certified Professional.
July 6, 2021

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Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with. . .

July 14, 2020

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Retirement is all about cash flow, but did you know…. When folks seek to retire, one of the most important objectives to evaluate is their Social Security benefits. Social Security. . .

March 21, 2019

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Your financial planner gets paid even if your account loses value, what a deal! In the past, financial planners, stock brokers and financial advisors used assets under management as a. . .

January 25, 2019

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Learn the rules to avoid a tax mistake when you roll over your Individual Retirement Account Individual Retirement Account (IRA) rollover is a tax-free distribution from one retirement account to. . .

April 24, 2018

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Annuities have a long history of successful retirement income planning, dating back to the Roman Empire in A.D. 225! Simply put, an annuity is a guaranteed payment for a certain. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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