Retirement planning today has taken on many new dimensions. At V SNAP FINANCIAL STRATEGIES, LLC, we help you navigate the complexities of developing an income strategy that truly works for you and your family. With careful strategies, financial confidence and independence can be achieved — and the earlier you start, the stronger your foundation will be.

Key Areas We Focus On:

• Retirement Goal Setting – We help you define what retirement looks like for you, then create a roadmap to align your savings and investments with your vision.

• Social Security & Medicare – Our team provides guidance on when and how to claim benefits, ensuring you maximize your Social Security income and understand Medicare options.

• Business Succession Strategies – For business owners, we develop strategies to protect your company’s value, strategy for transition, and align your exit strategy with your retirement goals.

• IRA Contributions & Conversions – We evaluate contribution strategies and explore Roth conversions to optimize tax efficiency and long-term income potential.

• Employer-Sponsored Plans & 401(k) – From contribution strategies to employer matches, we help you get the most from your workplace retirement benefits.

• Annuities & Pensions – We review annuity and pension options to ensure they provide dependable income streams throughout retirement.

• RMD & Withdrawal Strategies – We design withdrawal strategies to help you meet required minimum distributions (RMDs) while preserving your wealth and minimizing taxes.

• Self-Employed Retirement Plans – For entrepreneurs and independent professionals, we help establish SEP IRAs, Solo 401(k)s, or other tailored retirement plans.