Snow Financial Group, LLC

Welcome to Snow Financial Group, LLC

    25 Years of Planning Excellence

2012 Silver Anniversary Celebration

Welcome to the Snow Financial Group, LLC website where you will find a wealth of information about our firm and how we can help you in reaching your financial goals and dreams.  

Many significant financial events have taken place over the past few years, and we would like to meet with you in person to discuss how these events have impacted and will continue to impact your financial life. In response to the current economic situation, Snow Financial Group, LLC would like to extend to you a complimentary, no-obligation, two hour "Second Opinion Review" of your financial needs. This appointment will include a review of your investments, retirement plan, estate plan, and lifetime income plan, as well as a free consultation on financial matters that are significant to you. Simply contact Snow Financial Group to schedule an appointment.

We hope that your visit to the Snow Financial Group, LLC website will provide you with the necessary tools and information that you need in selecting a trustworthy financial advisory team for you and your family. Please let us know if you have any questions or how we might assist you in your financial journey.

   

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Interest

What's the interest rate on the lease you're considering?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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