Certified Veteran Owned Business

US Army Veteran

VCNCT Member

Rotary International

Worldwide Who's Who



I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am licensed to sell insurance in Texas: Insurance License Number: 2006425




Americans, especially those in the middle class, need better financial advice, according to a Financial Engines study.  Only about 1/3 of individuals earning between $50,000 and $100,000 per year have a comprehensive financial plan in place, while close to 1/2 of those earning $100,000 or more can say the same.

In addition, the study indicates that financial strategies for middle-income earners tend to exclude important considerations - such as affording college, purchasing life insurance, or implementing an estate plan - suggesting this group is in particular needs financial advice.
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Former US  Army Combat Medic, who specializes in working with Active and Prior Military families.  Expertise includes Multigenerational Legacy strategies, Retirement Planning, Estate Planning, Education Funding strategies and Business strategies.

Financial Profile
This is the best place to start for your family
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Multi-generational wealth chart - Be inspired to think long-term!
James D. Snow, Chief Advisor and Certified Risk Management Consultant
James D. Snow
We must learn to adopt a legacy type of thinking, where we don’t think about laboring for ourselves, but the generations to come.

This change in perspective, will by default, secure our needs as well.

Proverbs 13:22 says “A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous.”