Business Details
42 Years
experience
Your Trusted Partner for Financial Planning in Central Indiana
At SFS Wealth Management, we believe relationships are the foundation of effective wealth planning. Our approach combines personalized strategies with decades of industry expertise to help clients achieve their financial goals. Founded in 1984, our firm has evolved from a local insurance practice into a comprehensive wealth management service serving clients across the United States. Our team of Certified Financial Planners brings over 70 years of combined experience to every client interaction, ensuring tailored solutions for retirement planning, investment management, and estate strategies. We prioritize long-term partnerships, guiding clients through market fluctuations with patience and data-driven decision-making.Our commitment to ethical standards is reflected in our adherence to FINRA and SIPC regulations through our partnership with Osaic Wealth, Inc. We serve individuals and families nationwide, offering a blend of personalized service and institutional-grade resources. Our process begins with a complimentary consultation, followed by customized plan development and ongoing advisory support. With offices in Kokomo, Indiana, and Cape Coral, Florida, we maintain a local presence while delivering national service capabilities. Our team's dedication to continuous education ensures clients receive up-to-date strategies for tax optimization, risk management, and wealth preservation.
Services
Retirement Planning
Estate Management
Investment Strategies
Insurance Solutions
Tax Planning
Money Management
Lifestyle Planning
Details
- Year established: 1984
Highlights and features
- We offer personalized financial strategies tailored to individual goals
- Our team holds Certified Financial Planner designations with 40+ years combined experience
- We provide comprehensive wealth management services covering all financial life stages
- Our local presence combines with national service capabilities
- We maintain FINRA/SIPC regulatory compliance through Osaic Wealth, Inc.
Associations and certifications
- Certified Financial Planner Board of Standards
- FINRA
- SIPC
Services
Retirement Planning
We help clients develop comprehensive retirement income strategies by analyzing qualified plans, Social Security benefits, and personal savings. Our approach considers market fluctuations and individual risk tolerance to create sustainable withdrawal plans. We provide ongoing adjustments to ensure financial security throughout retirement.
Estate Management
Our estate management services focus on creating strategies for wealth distribution and healthcare directives. We help clients establish legal frameworks to manage financial affairs during life and after death. This includes developing plans that minimize tax implications while maintaining client control over asset distribution.
Investment Strategies
We design investment portfolios aligned with client goals, risk tolerance, and time horizons. Our strategies emphasize diversification and tax-efficient investing while avoiding common behavioral pitfalls. We provide ongoing portfolio reviews and adjustments to maintain alignment with changing market conditions and client needs.
Tax Planning
Our tax planning services focus on minimizing tax liabilities through strategic investment choices and timing of financial transactions. We help clients understand tax-deferred options and implement strategies for managing current and future tax obligations within their overall financial plans.
Money Management
We assist clients in developing effective budgeting strategies to manage cash flow and optimize savings. Our approach includes creating spending plans that balance current needs with long-term financial goals. We provide tools and guidance for tracking expenses and making informed financial decisions.
People
William (Bill) Snow
Founder
Certified Financial Planner with 35+ years experience. Founded SFS Wealth Management in 1984 after career at Chrysler. Holds CFP certification since 1989. Serves clients nationwide from offices in Indiana and Florida.
Jason Kendall
Wealth Advisor
Certified Financial Planner with 20+ years in financial services. Joined SFS in 2008 after Shelter Insurance career. Active in local community organizations and church leadership. Specializes in comprehensive financial planning.
Melissa McFadden
Chief Operations Officer
Joined SFS in 2004, progressing from administrative role to COO. Holds Series 7 securities registration. Manages day-to-day operations with 15+ years institutional knowledge. Graduated from Indiana Wesleyan University in 2010.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, estate management, investment strategies, tax planning, and money management tailored to individual client needs.
Are you licensed to provide financial advice?
Yes, our advisors hold Certified Financial Planner designations and we operate through Osaic Wealth, Inc., a FINRA/SIPC member firm.
How do you work with clients?
We follow a three-step process: complimentary consultation, customized plan development, and ongoing advisory support throughout your financial journey.
Do you serve clients outside Indiana?
Yes, while based in Indiana, we serve clients nationwide through virtual consultations and remote financial planning services.
What makes your firm different?
Our combination of personalized service, 40+ years collective experience, and commitment to ongoing client education creates lasting financial partnerships.