Holistic Financial Strategies
At ELITEAM Financial Strategies (EFS), we take a holistic approach to financial wellness. Our philosophy centers on identifying each client’s unique needs and goals, educating them on their options, and addressing potential health or longevity concerns. A cornerstone of our strategy is assigning a purpose to your money or assets—whether it’s long-term growth, capital preservation, liquidity, or generating fixed income.
Our mission is to guide clients toward achieving their financial aspirations, whether that involves tax freedom, a comfortable retirement, efficient wealth accumulation, or seamless business succession planning. With a wealth of tools, resources, and expertise, EFS is equipped to tackle even the most intricate financial planning challenges.
As Chief Strategy Officer, Tyson Snook extends this philosophy on a national scale. He coaches financial professionals on advanced topics such as retirement planning, sophisticated life insurance design, tax diversification, estate conservation, and legacy planning, sharing his expertise as a paid consultant.