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Our Philosophy and Core Values

Open Architectural Structure: Snow Financial Group, LLC incorporates an open architecture for strategic advice. We offer no proprietary products, so we are not beholden to a single company or product.

Emphasis on Long-Term Investment Performance: At Snow Financial Group, LLC, we emphasize long-term investment performance based on effective asset allocation*, diversification, industry leading products and services, cost minimization, risk reduction, and efficient tax management. 

Transparent Operations: Snow Financial Group, LLC practices transparency with respect to all services, fees, financial planning, and investment approaches. 

I do not ask my clients to make financial decisions that I myself am not willing to make. Demonstrating my commitment to due diligence with the products and services offered, I invest in the same or similar products that I recommend to my clients and am willing to share my personal investment statements to build client confidence.  ~Ted Snow, CFP®, MBA

Ethics-based practice: Valuing clients' highest levels of trust, Snow Financial Group is an ethics-based practice built on the CFP® Board's Code of Ethics and the core values that we have established for our company:

 

* Asset allocation and Diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

 

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