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Next Steps

We have a quick intake form that you fill out, once completed it is emailed to our team, from there we review the information to determine if we can work together. Then we send you a custom scheduling link to book a time on our calendars. 

  1. Fill out the form

  2. Intro phone call (15 minutes): Get to know each other and how we may be able to work together

  3. 30 minute Zoom visit: Run your customized Social Security report, coordinate your assets with your benefits and show you how to generate lifetime income, and protection strategies. 

  4. Implement the plan and begin working together.

Here is the ideal person who gets the most value out of our zoom or in person visits: 

1. Willing to review their assets and how they can coordinate with Social Security 

2. Understanding that we do offer financial and insurance services and we do want the opportunity to earn your relationship 

3. You are looking for stock market alternatives that provide either safety with no fees, guaranteed lifetime income or Long Term Care insurance options. 

The ideal person has $250,000 or more in total liquid assets (IRA,401K,Roth,Savings/CD/MoneyMarket etc.) and/or $1,000 per month is discretionary income after all bills have been paid.

Our Process

We are a team of certified Social Security experts and have helped thousands of people across the US get the most out of their benefits through unique filing strategies and proper education on the benefits system. 

As a team we strive our best to help everyone! We post videos online, provide free copies of our books and other resources. Additionally we offer One-on-One visits, either zoom or in person. There is no charge for this visit and it is NOT a sales pitch. We do offer insurance and financial services and would like the opportunity to earn your relationship but there is no obligation. Unlike other firms, you don't need $1 Million dollars to work with us. 

Hundreds Of 5+ Star Reviews On Google

  • Janix Barbosa

    “Trustworthy, kind, and deeply principled, Roy is more than a mentor; he is a guide and a role model.”

  • Kednol Ray

    “Your professionalism, patience, and knowledge made the process much easier and less stressful for me. Because of your help, I feel confident and secure entering this new chapter of my life."

  • Ashvin Patel

    "I was very much impressed with his detailed oriented approach. Also I didn’t feel any pressure to sign up with him. He was very helpful."

  • Richard Alvarez

    “Roy Snarr and Team are the epitome of professionalism, by far one of the best companies I’ve ever worked with.”

  • Nancy Everist

    “Our experience with Roy Snarr and his team has been exceptional! The combination of brilliant minds, professionalism, integrity and a heap of patient has helped us navigate an otherwise overwhelming process.'“

  • Sibylle Naumer-Belcher

    “The level of honesty and compassion for my situation is so valuable and appreciated. It’s hard to find people you can trust these days and I felt completely at ease to trust them in guiding me through the investment decisions.”