SERVICES
Financial Planning & Investment Management
Strategic. Personal. Personalized. The Snowpine Way.
Strategic Financial Planning
The financial industry is complex and hard to navigate.
We believe the last thing you need is a fast-talking “advisor” in a three piece suite telling you what to do.
At Snowpine, that’s not our style.
We believe a strategy is a set of tactics designed to get a specific result. When done in sequence, they help lead you to where you want to go.
Together we create a living financial plan that will be regularly revisited and revised as your life changes.
Whether you’re planning for retirement, navigating through a divorce or coping with the recent loss of a loved one…
…We’ll work through it together and help you find your financial footing.
The first step is something we call your Financial Transition Strategy™. Because a simple next step can make it feel like you have direction again.
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Investment Management
“What happens if the market goes lower than what I expected?”
We have heard this question before.
That’s why we customize your investment portfolio to help mitigate risk. As the markets change, we navigate through them together.
You shouldn’t have to worry about ups and downs, we’ve already done the worrying for you — and built a plan to address it.
…We’ll work through it together and help you find your financial footing. The first step is something we call your Financial Transition Strategy™. It’s a 3-step process we use to get clear on your financial situation and make recommendations.
Tax Planning
Taxes might be one of the biggest expenses you’ll ever face.
If your financial advisor isn’t strategizing to reduce that burden, then a crucial part of your financial well-being is being overlookd.
No, we don’t prepare your tax returns—that’s what your CPA is there for.
Our job is to:
- Arrange your investments to be as tax-efficient as possible
- Plan to reduce or eliminate taxes on your future retirement income
- Help you get the most effective use out of the dollars you spent years earning
- Help you transition your wealth to your kids and charities without taxes taking more than is necessary
- Plan for your kids and charities get as much of what you leave them as possible
With tax planning at Snowpine Wealth, we look at what we can do now to help you pay less taxes in the future, and benefit yourself, your family and your legacy.
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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriat professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor;s situation is unique and you should consider your investment gols, risk tolerance and time horizon before making any investment. Prior to making an investment decisions, please consult with your financial avisor about your individual situation.
