The press of business can make it exceedingly difficult for business owners to keep up with their financial affairs. In addition to investment advisory services, our entrepreneurial clients seek our help with estate and succession planning, tax strategies and risk mitigation.

Scott Snow (financial advisors) LLC typically uses the line of inquiry below with its business owner clients to get started on the path to better management of their financial affairs.

• Given the risk you are taking in your business, does it make sense to consider a more conservative personal investment strategy?
• Are your personal assets protected from potential business creditors?
• Is your cash flow allowing you to grow the business to the extent that you desire?
• Do you feel that you might be missing business-linked personal income tax reduction opportunities?
• Are you maximizing contributions to a company retirement plan (i.e., $53,000 to $250,000 year) to minimize current taxes and to fund a comfortable retirement?
• Do you have a business succession plan?

If you struggled with any of these questions, we can help. The following is a selection of our services that are most helpful to our entrepreneurial clients:

Investment Advisory Services

Our comprehensive investment advisory services are designed to consistently maximize your investment returns while minimizing tax consequences and volatility. Beginning with your financial goals and concerns, we develop a customized investment strategy, considering your target rate of return and risk tolerance. We review your investment performance regularly and recommend appropriate changes on an ongoing basis.

Strategic Annual Income Tax Planning & Compliance

As your financial affairs increase in complexity, it is critical to have an integrated tax strategy. Scott Snow (financial advisors) LLC can oversee your entire tax process to help minimize your tax burden and optimize savings. A projection exercise identifies tax reduction strategies. In addition, withholding and estimated tax payments are analyzed to ensure compliance.

Estate Planning

Proper estate planning will ensure that your legacy will endure for generations. Scott Snow (financial advisors) LLC analyzes present estate documents to ensure all aspects are current and working in your best interests. Our experienced advisors provide advice on efficient distribution of wealth to minimize tax consequences. Through the process of creating your estate plan, our firm will come to know you and your spouse well. When the time comes for a transition, your spouse and other survivors will be comforted to work with someone they already know and trust.

Business Succession Planning

We help formulate business succession plans that take into consideration the family situation, tax consequences and continuity of operations. The result is an orderly transition, reduced taxes and a strong business for succeeding generations.