FINANCIAL PLANNING

WE’RE HERE TO HELP

If you fail to plan, you plan to fail. Financial security starts with a plan—a realistic, achievable plan. The plan accounts for your financial and personal objectives. Whether its saving for retirement or college, or optimizing withdrawals from your nest egg, or planning a trip around the world, we can help you plan for your goals. We work with other financial and legal professionals to make sure you have a 360 degree understanding of your financial life. Integrating all your finances is our goal. We worry about your money so you don’t have to.

COMPREHENSIVE PLANNING
At Snowball Wealth Management we believe the better we understand your finances, the better we can plan for your future. That’s why we offer a comprehensive financial plan to all our assets under management clients–at no extra charge. Financial Planning is also offered separate from investment management. Upon completion of the plan, clients walk away with a written document–that we update annually or after major life changes–detailing their current financial picture as well as how to achieve their future financial goals.


VALUE ADDED SERVICES
Whether its recommending how much and when to roll money from your Traditional IRA to a Roth IRA in low income years, evaluating 529 college plans and 401(k) plan investment options, incorporating held-away assets (i.e., assets not under our management) into your plan, or addressing insurance needs, we’re your source of unbiased financial advice. We don’t sell financial products, we simply help you choose what’s best for your long term financial goals.

CONTACT US


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