“My goal as an advisor is to help my clients create and keep their wealth while doing everything I can to make a positive difference in their lives. My motivation for starting Snow Financial was to make a positive difference for my clients. Objectivity and experience are two attributes I bring to the table, in addition to my desire to be an advocate for my clients. I am driven to continue to build long-term relationships with clients in and around Jackson.”
Kevin A. Snow
Kevin Snow has been a successful financial planner for more than 14 years. His experiences in Mexico as a child of devoted missionaries helped shape his life and led to his life’s work. “I didn’t want a career where I would put in 30 or 40 years and make a lot of money but not make a difference,” he says. “My goal as an advisor is to help my clients create and keep their wealth while doing everything I can to make a positive difference in their lives.” That approach and those relationships have helped Kevin grow professionally and personally. For four years, he assisted a busy financial planner by executing trades and helping with a financial plan design. But that experience helped Kevin understand that he didn’t want to be a stock jockey. He wanted to take a more personal approach in helping people plan their retirement. Kevin then went to work at a local credit union and helped them build a successful investment department. That experience increased his desire to work more closely with clients to help them create fully developed investment and retirement plans. Kevin founded Snow Financial in 2012 and has enjoyed the relationships he has built with clients ever since. There’s a popular saying in the business world: “It’s just business; it’s not personal.” But Kevin’s philosophy is the opposite. “When you’re working with retirees and retirement planning, it should be personal,” he said. “It’s not just a transaction, it’s a relationship. That’s how I prefer to help my clients.”
Mapping Your Financial Future
There are different phases of financial planning, just as there are different phases of life. We listen carefully to your unique goals and objectives to help you build a plan that suits your lifestyle, your needs and gets you where you want to go in the future.
What will your retirement look like? Do you plan to travel the world? Spend more time on your hobbies and passions? Devote yourself to your grandchildren and helping them go to college? Knowing what you want to achieve is the first step toward creating a plan to achieve it.
Social Security is an important piece of the retirement income puzzle. Did you know there are literally hundreds of different ways you can elect to take your benefits—some that will gain you a higher payout than others? We help you evaluate all your options for Social Security maximization and educate you on the known financial risks facing retirees, such as market risk, longevity risk and inflation risk. Together we create a plan that mitigates these risks and maximizes your income.
Tools to Get You ThereEmployee Benefits
Whether you have a pension, profit sharing, a 401(k), 457 or other retirement plan, putting together a strategy to manage those benefits, reduce potential taxation and maximize your payout is an integral part of your financial planning we can assist you with.
Insurance once only benefited those left behind, but modern insurance products allow you to generate retirement income, potentially reduce taxes and still pass on a legacy to your heirs. If you haven’t seen the latest offerings, you are missing out on a popular method of planning for retirement income.
Are stocks the right investments? They can be. But Kevin Snow is not a stock jockey. His goal is to put together the best plan possible for each client. That often includes considering Social Security options, rollovers of old 401(k)s and IRAs and other investments and formulating a plan with a purposeful and intentional design.
What Does it Cost to Meet with Kevin?Talking to Kevin Snow about your financial future costs nothing. Working together to set up a plan costs nothing. Kevin will receive income only after a client approves and moves forward with a plan that he produced. As an independent financial planner, Snow Financial keeps costs low by doing the same things Kevin suggests his clients do. Instead of working out of a big, expensive building, Snow Financial subleases space in a Jackson accounting firm. By keeping operating expenses in check, Snow Financial passes the savings on to its clients. There is no minimum investment requirement to work with Snow Financial. Kevin will work with you to make the most of your retirement years no matter how little or how much you have to invest. Accounts opened at NFS may be subject to fees.
Write a MessageIf you have any questions, please do not hesitate to send us a message. We reply within 24 hours!
- 415 S Jackson St Jackson, MI 49201