About
Sneller Financial Services
Sneller Financial Services is a Michigan-based comprehensive financial services firm that helps soon to be retired and retired individuals nationwide effectively plan and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
Sneller Financial Services
Meet The Team
Ronald Sneller
Owner / CEO
I began my financial services career in the mortgage industry at QuickenLoans (now called Rocket Mortgage) in Detroit, MI. Quicken had an excellent training program, where I gained experience in how to acquire and service clients. In 2013, I began working with Knights of Columbus insurance as a Field Representative, and a year later took on the added responsibility of General Agent. In addition to gaining a greater degree of freedom, I learned a great deal about running a business, managing staff, and building a growth organization.
In July 2020, I left Knights of Columbus and started Sneller Financial Services. Since then, I have been able to focus on one critical thing: managing and growing my clients’ money. I help them simplify their lives through a sound retirement plan that gives them the confidence to know that their goals are achievable and on track.
I am married to my wonderful wife, Diana. We have two adorable little girls, Alexa and Ava. When I’m not working, I enjoy reading, working out, and attending my girls’ school & sporting activities. My wife and I are also active in our Church Community. In my spare time, we enjoy traveling; in the last few years, we’ve been to London, Cabo, Disney and Hawaii, but for my money, you can’t beat the Great Lakes during the Michigan summer!”
Learn More About
Our Financial Solutions
Retirement Income Strategies
Tax Planning Strategies
Wealth Management & Investment Planning
Social Security Optimization
Understand the benefits you are entitled to and how to maximize Social Security income in retirement.
Legacy & Estate Planning
Long-Term Care Planning
Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.
Our Complimentary Financial Workshops
Learn More About Your Retirement Options At One Of Our Upcoming Events
More than just clients, they're part of the family
Testimonials
Download Our Guides
2026 Tax Planning Guide
What To Know And How To Prepare
Life has many challenges. In the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you started a business, bought or sold a home, changed jobs, or got an inheritance. Even if you don’t fall into the category of major life change, remember that filing your taxes can still be tricky. With so many documents and forms to track, claiming the standard deduction or vice versa is hard. There are many factors that can impact how your tax level may change and if you should consult a Certified Public Accountant (CPA).
Legacy and Estate Planning; Understanding the Basics
What To Know And How To Prepare
Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
Optimizing Social Security
In Today's World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Retirement Income Guide
Helping Clients Retire With Clarity, Confidence, and Peace of Mind
If you’re approaching retirement, you’ve probably noticed something unsettling: there are more questions than answers about how to create reliable income once the paycheck stops.
You’ve worked hard, saved diligently, and built a nest egg—but turning that savings into consistent income you can count on is another story.
Markets move up and down. Interest rates change. Life expectancy keeps stretching longer. It’s no wonder many retirees feel anxious about outliving their money.
Our Media
Browse Our Blog
Is a Roth IRA Conversion in Your Future?
Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual [...]
Estate Planning with ILITs, GRATs, and CRTs
Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert [...]
Back to the Basics of Retirement Accounts
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important [...]
