We design personalized retirement income plans for individuals in or nearing retirement.
Who We Are Snow Retirement is a boutique retirement income practice focused on creating plans with predictable, sustainable income cash flow for our clients.
Benefit from personalized local service, combined with the strength of national firms like Impact Wealth Management and Market Guard (TM). Enables our clients to benefit from the best of practices from all around the country, and not rely on just the ideas of one individual advisor or company.
History
Our Team
Kevin Snow
RICP® Retirement Income Certified Professional
Kevin A. Snow has been an advisor since 2003 and is looking to make a difference in the lives of his clients nearing, or in, retirement. Before founding Snow Financial, he assisted a financial planner with trades and financial plan design as well as worked in a high-transaction financial institution. The experience uncovered his desire to help his clients have a more confident retirement. Kevin’s solid commitment to helping his clients create a strong retirement plan pushes him to help clients reach their financial goals.
Kevin collaborates with a network of experienced financial advisors, including those at Impact Wealth Management and Market Guard (TM). This collaboration allows him to share best practices and insights, ensuring he provides the highest level of service to his clients. His current licenses include Series 6, 7, 63, 66, Life and Variable.
Shelly J. Snow
Shelly came to work with Kevin in April 2018. She is the office manager, and enjoys meeting the clients and keeping Kevin organized! Shelly taught Spanish for 15 years, and worked at Spring Arbor University for 5 years scheduling instructors, and doing administrative work.
She is also the executive organizer of all things Snow family for Kevin (50) Kyle (21) Sydney (24) and Shelly (not telling)
She was happy to come to work with Kevin and looks forward to being a part of the Snow Retirement team.
Dakota Snow
Shelly came to work with Kevin in April 2018. She is the office manager, and enjoys meeting the clients and keeping Kevin organized! Shelly taught Spanish for 15 years, and worked at Spring Arbor University for 5 years scheduling instructors, and doing administrative work.
She is also the executive organizer of all things Snow family for Kevin (50) Kyle (21) Sydney (24) and Shelly (not telling)
She was happy to come to work with Kevin and looks forward to being a part of the Snow Retirement team.