That dreams take careful planning. That a personalized approach to wealth management helps you reach your goals faster. Providing customized solutions for your investment, retirement and wealth preservation needs in Central Indiana, we're your source for trusted, tested and reliable information. Once we have a plan in place, we'll walk alongside you every step of the way.
Because today's financial climate requires more than information - it requires a dedicated partner to help you along your financial journey.
Because today's financial climate requires more than information - it requires a dedicated partner to help you along your financial journey.
Services
As a Certified Financial Planner(R), William Snow works with clients to help them understand the strategies necessary for financial success. He believes that clients deserve the best in comprehensive wealth planning and strives to ensure they remain on track. Believing that no strategy is too complex and no dream is too big, he built SFS Wealth Management from the ground up.
Working for Chrysler in the late 1970's was a roller-coaster ride of feast and famine for the hourly workers and after enduring several rounds of layoffs, William Snow decided it was time to take control of his own destiny and began in the property and casualty field of the insurance industry in 1980.
Where will your retirement money come from? If you're like most people, qualified-retirement plans and Social Security along with personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Working closely with you, we look beyond those fluctuations to provide competent professional advice and prompt personal service. As partners in your financial success, we help you make informed decisions based on rational, relevant facts rather than emotional reactions. We start with a complimentary consultation where we gather pertinent information to make an in-depth analysis of your current financial situation.
While this sounds simple and harmless, there are a few very important reasons as to why this is probably not a good idea. While we can generally recover from a single financial mistake, if we continue to make mistakes and compound the problems those mistakes make, they can soon become very serious issues that are extremely difficult to correct.
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