Our entrepreneurial clients are
occupied with motivating their employees,
making their clients successful
and generating profits.
Our entrepreneurial clients are
occupied with motivating their employees,
making their clients successful
and generating profits.
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.
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:
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.
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.
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.
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.
that are most helpful to our
entrepreneurial clients
get in touch with us
sSnow@s2fa.com | 440.871.7669