Snow Financial Group, LLC
3939 Belt Line Rd., Suite 310
Addison, TX 75001
Snow Financial Group, LLC,
Snow Financial Group, LLC is a full service financial and estate planning firm. As principal, Ted Snow, a CERTIFIED FINANCIAL PLANNER? practitioner, has dedicated his professional career to the financial services industry. Ted has been servicing clients and customers since 1987. Ted and all who are associated with Snow Financial Group, LLC are committed to the financial planning process to help clients objectively set, monitor, and attain their financial goals. The firm specializes in five distinct disciplines:
1) Retirement Planning - Projecting retirement income needs, analyzing present retirement plans, social security income maximization strategies, and identifying strategies to help achieve lifetime retirement income goals.
2) Investment Management - Designing low cost, diversified investment portfolio alternatives to clients while managing risk and progress toward retirement, college, and other accumulation goals.
3) Risk Management - Identifying insurance needs, reviewing current policies, and selecting cost effective life, long term care, and disability products that provide maximum benefits.
4) Estate Planning - Designing tax efficient estate planning strategies for maximizing estate distribution to heirs. *
5) Business Planning - Preparing business succession plans for the principals of small, privately held businesses. Constructing executive and employee benefits packages to include retirement plans, as well as, medical, life, dental, and disability insurance plans. Providing efficient solutions to outsource non-revenue generating business functions. Designing unique estate plans to prevent forced liquidation of a business in the event of a premature death, disability, or retirement of an owner. Ensuring the families have the capital necessary to maintain their standard of living while minimizing estate taxes.
Keywords: Certified Financial Planner, Retirement, Lifetime Income Strategies, Wealth Management, Social Security Income Maximization Strategies
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Interview Q&A
How long have you been in business?
As principal of Snow Financial Group, LLC, Ted D. Snow, a CERTIFIED FINANCIAL PLANNER practitioner, has dedicated his professional career to the financial services industry. I have been servicing clients and customers since 1987.
What is your primary product or service?
Financial planning for building and preserving wealth and retirement planning to help provide lifetime retirement income to clients.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
In my childhood, I loved to see my passbook savings account grow. When I got older, I was facinated with how people built wealth. Now I help people do the same as I specialize in helping families, successful professionals, and business owners strive to attain their financial goals. Ted is the founding principal of Snow Financial Group, LLC and brings to his firm and clients one of the most prestigeous professional designation in the financial services industry, the CFP�. Ted has been recognized publicly for his sound practice, experience, and ethical standards.
Began practicing in the financial services industry in January 1987
Obtained MBA in Financial Planning from the University of Dallas in 1995
Earned the Certified Financial Planner� professional designation in 1997
Served as an adjunct professor with the University of Dallas' Graduate School of Management - 1999-2008
Earned my Bachelors degree in Finance and Economics from Utah State University in 1986.
Honored in D Magazine's "Best Financial Planners" in 2002 and 2006
Recognized annually since 2005 in the "Guide to America's Best Financial Planners"
Appeared in Addison Magazine December 2007 edition
Interviewed by Forbes Magazine in 2004 for a financial column
Is a registered representative with NFP Securities, Inc.
How do you differentiate yourself from other businesses in your category and area?
You have a choice when it comes to financial advisors but are they really following their own advice? I differentiate myself by putting my money where my mouth is. I invest my own money in the things that I ask my clients to invest in. I believe in, have confidence in, and have done much due diligence in finding what I think is the best of breed products that I offer to my clients. In fact, if you request, I will show you my own personal investment statements to you so you can be assured that I am investing in what I am asking you to invest in.
How many locations do you have and do you have plans to expand?
Snow Financial Group, LLC is growing, however, there are no plans in the immediate future to have multiple locations. Our current location in Addison is centrally located to many major suburbs including the City of Dallas.
Provide detailed directions to your location
From Dallas North Toll Road: Take the Beltline Road exit in Addison/North Dallas and drive west. You will pass Midway and approach Commercial. (If you reach Marsh, you've gone too far west). Take a right at Commercial and Beltline and an immediate right into the parking lot of the 3939 Beltline Road.
From I - 635: Exit at the Dallas North Toll Road and drive north to the Beltline Road exit in Addison/North Dallas. Drive west and you will pass Midway and approach Commercial. (If you reach Marsh, you've gone too far west). Take a right at Commercial and Beltline and an immediate right into the parking lot of the 3939 Beltline Road.
From I-35: Exit at I-635 and drive east to the Dallas North Toll Road and drive north. Exit at Beltline Road in Addison/North Dallas. Drive west and you will pass Midway and approach Commercial. (If you reach Marsh, you've gone too far west). Take a right at Commercial and Beltline and an immediate right into the parking lot of the 3939 Beltline Road.
What type of payments do you accept?
For your protection, Snow Financial Group, LLC only accepts checks or postal money orders.
Which areas do you service?
My financial planning business covers, primarily, Dallas, Denton, and Collin Counties.
Who owns your company or runs daily operations?
Snow Financial Group, LLC is 100% owned and operated by Ted D. Snow. Snow Financial Group, LLC is not owned by an investment company or an insurance company so you can be assured that the products and services offered will not be of a proprietary nature so as to avoid any conflicts of interest while working together.
What are your hours of operation?
9a-5p Tuesday-Saturday. Monday's by appointment only!
What is the best compliment anyone can give you?
An introduction to their best friend or family member.
What is your favorite quote or Bible verse?
John 14:6
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