Our integrated financial solutions free these individuals to concentrate on their clients, customers and patients and lay aside their financial worries.

Scott Snow (financial advisors) LLC asks you the following questions to assess the status of your financial affairs:

• What are your short and long-term financial goals?
• What type of funding and investment strategy have you adopted for each goal?
• How are you utilizing your company benefits to achieve your goals?
• How confident are you that you will achieve each goal? What would make you even more confident on that score?
• What strategies are you employing to reduce income taxes?
• How are you addressing risks that you have in your life (i.e. life, disability, property, casualty and liability insurance, etc.)? Do you feel your insurance coverage is appropriate, adequate and reasonably priced?
• Is your estate plan current and working in your best interest?

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

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.

Retirement planning

We assist in establishing retirement income projections and help you develop a systematic savings plan to meet them. Tax and cash-flow issues relevant during retirement and as it approaches are reviewed in detail to avoid pitfalls and smooth the transition. We also analyze annuity, lump sum and other distribution options to help you decide upon an optimal payment scenario.

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.

Education funding

With the rising cost of education, it is vital to plan ahead. We help quantify your needs and craft a systematic plan for saving. We also help identify appropriate tax-efficient funding sources of which you may be unaware.