Carla Snedden

FIC, BFA™

Financial Advisor

Educating and empowering clients towards financial wellness by addressing their goals & needs with comprehensive financial strategies.

State(s) Licensed:   FL, IL, IN, MI, NC, TX, WI

Phone 708-288-6995
Address

190 S LaSalle St Ste 1610
Chicago, IL 60603

Carla Snedden

Educating and empowering clients towards financial wellness by addressing their goals & needs with comprehensive financial strategies.

State(s) Licensed:   FL, IL, IN, MI, NC, TX, WI

Helping you create a financial plan structured to encompass your core values

My goal as a financial advisor is to help you build a life that centers around your values and dreams using a holistic approach. I’m passionate in helping clients and their families with taking control of their future.

I’ll draw on my industry expertise to provide guidance in the areas of:

  • Wealth and Investment Management
  • Insurance Solutions
  • Retirement Income Planning
  • Estate and Legacy Strategies
  • Education Funding


Answering the questions:

  • What can I do with an old 401k?
  • How much life insurance do I need?
  • When can I retire?
  • Should I have a ROTH IRA?


Book a meeting with Carla Snedden

Create your financial future by building from the bottom up

Foundation

Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.


Accumulation

A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.


Distribution

After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.


Legacy

This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.


Tax-efficient financial strategies

Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.

To learn more about the privacy of your information, visit our privacy policy.

Location

Chicago Office

Phone:
708-288-6995

Hours

M – F: 9 a.m. – 5 p.m.