Best Selling Author • Award-Winning Financial Planner
An award-winning best seller, Investing QuickStart Guide™ explores investment strategies based on time-honored and practical principals that new and seasoned investors alike can successfully implement. Thorough yet simple, this book guides you through the foundations of stocks, bonds, treasuries, ETFs, mutual funds, indexes, REITS, and other investment securities. Ready to launch your path to financial freedom? Get your feet wet with this beginner's guide to the market.
A #1 new release, Retirement Planning QuickStart Guide™ includes lifetime access to online investment course resources and other digitally presented retirement planning tools. This essential planning companion is designed to equip you with financially sound money management strategies, practical tips, and a thorough look at what it takes to prepare for retirement. Planning for retirement is likely the largest financial commitment of your life, and best-selling author and finance industry veteran Ted D. Snow, CFP®, MBA, can help you no only to feel confident about your future but also grow a retirement reward that reflects your lifetime of hard work.
My name is Ted Snow and I'm the Principal and Founder of Snow Financial Group, LLC. My roots in the financial services industry started in 1987 when I began working at Fidelity Investments. Over the next ten years, I received hands-on experience in the securities industry helping customers with mutual fund investing, individual securities trading, and financial planning concepts, while providing superior customer service to my clients. In the last year of my career at Fidelity, I grew uneasy as my desire to advise people with more depth than I was allowed in my position. I saw too many people making emotional and risky financial decisions because they chose to “do it themselves.” They simply didn’t know what they didn’t know. Coordination of retirement, investments, insurance, business, estate, and taxes was how I could truly help these customers. While earning my MBA in Financial Planning, I developed a thirst for entrepreneurship and decided it was time to take a huge leap of faith to start my own practice. With no clientele and armed with industry knowledge and the skill of great customer service, I set out to build a financial planning practice.
People have choices when selecting a CERTIFIED FINANCIAL PLANNER™.
Given the fiduciary and long-term nature of the relationship, the practitioner should be one whom the client trusts and who shares the client's philosophies about comprehensive financial planning.
~Ted Snow, CFP®, MBA
After spending eight years with independent firms building my practice, I founded Snow Financial Group, LLC in 2006 with the purpose of offering comprehensive and “personal” service to my clients. We focus on two key client service principles:
Offering a boutique style experience: I keep my client list small to provide clients quick access to me and my staff, while cultivating great relationships.
Creating a comfortable atmosphere: I want my office to be a place where people feel at ease talking about their financial lives and feel confidence about the advice they are receiving about their financial future.
Snow Financial Group, LLC starts with being personal, and the families in my practice are part of my personal family. If you decide to be one of the families we serve at Snow Financial Group, LLC, you will experience personal, comprehensive wealth management service like you’ve never experienced before.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term client relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We want to get to know you.
As you carefully plan for your future and dream about the day you retire, here are some steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you desire. The earlier you plan ahead, the more opportunities you have to grow wealth for the future.
Start planning today.
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
The disclosure at the end of the videos displayed on this page has changed. As of 04/01/2016, please refer to the following language: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Snow Financial Group, Inc. is not affiliated with Kestra IS or Kestra AS.
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It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."