The investment strategies are based on time-honored and practical principals that new and seasoned investors alike can be successful in implementing.
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My roots in the financial services industry started in 1987 when I began working at Fidelity Investments. Over the next ten years, the best education I received was learning the securities industry while helping customers with mutual fund investing, individual securities trading, financial planning concepts, and learning to provide superior customer service. In the last year of my career at Fidelity, I grew uneasy. I had the desire to advise people with much more depth than I was allowed to. 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 desire 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.
After spending eight years with independent firms building my practice, I founded Snow Financial Group, LLC in 2006 with the purpose of offering true “personal” service to my clients. We focus on two primary “values”. First, offering great client service. To this end, we keep our client list small to provide clients quick access to me and staff while cultivating great relationships. Second, creating a comfortable and easy atmosphere where people like to come and talk about their financial lives. The industry has changed so much since 1987; however, my passion around these core values have proven to be successful formula. Snow Financial Group, LLC starts with being personal. I feel like 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 wealth management like you’ve never experienced it before, personally.
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 tolerance for risk. Long-term relationships and that encourage open and honest communication have been the cornerstone of my foundation of success.
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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 one who shares the client's philosophies about comprehensive financial planning. ~Ted Snow, CFP®, MBA
34th Year of Planning Excellence
Retirement Planning / Estate Planning / Business Planning / Investment Management / Risk Management /Tax Planning
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