Snow Financial Group, LLC
Comprehensive Financial Planning
Established in 2006 in Dallas, Texas, SNOW FINANCIAL GROUP, LLC uses a distinct approach to comprehensive wealth management that involves continuous coordination of key financial components through a sophisticated, integrated process designed to help protect assets while accelerating wealth. An independent, fee-based practice, Snow Financial Group, LLC delivers a full menu of services to coordinate these six key financial disciplines: Retirement Planning, Estate Planning, Business Planning, Investment Management, Risk Management, and Tax Planning.
Coordinated Wealth Management
Have you ever played Jacob's Ladder? One wrong move and instead of a ladder reaching the top, you end up with a tangled mess. The game is funny when you're playing with string, not so funny when it's your money.
Typical financial service firms address financial planning elements in isolation, leaving you at profound risk for that one wrong move. Ted Snow, CFP® specializes in overseeing the continual coordination of key components of the wealth management process to help protect clients from cracks in design and setbacks associated with unforeseen consequences of critical financial decisions. Proper and persistent coordination is crucial to the success of a long-term wealth management plan, requiring specialized skills and expertise, research, analysis, insight, and up-to-date knowledge of how the sub-components of these elements potentially affect each other.
A Network Team of Support
The professionals at Snow Financial Group, LLC are registered with Kestra Investment Services, LLC, a leading broker dealer*, and Kestra Advisory Services, LLC, our advisory platform.
- Services some of the largest wealth management, executive benefits, and retirement planning firms in the country
- Recognized as a leading distributor of advisory services, executive benefits, and retirement planning and insurance services
- Known for high standards of compliance and admissions
- Bolstered by strong capital
- Partnered with Fusion Advisor Network: a nationwide network of top financial planners that share financial and business best practices, strategies, and expertise
* #9 Independent Broker-Dealer by Gross Revenue ThinkAdvisor, 2019 Broker-Dealer Reference Guide