Scott Snow (CFP®, CIMA®, CPA®)

Scott Snow focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

• Financial Goal Assessment • Investment Advisory Services • Multi-Year Cash Flow and Net Worth Statements • Personal Debt Management • Education Funding • Retirement Planning • Strategic Annual Income Tax Planning • Financial Service Integration • Personal Risk Management Review • Asset Protection • Estate / Business Succession Planning • Philanthropic Planning

Additional Information

ABOUT OUR FIRM

Scott Snow (financial advisors) LLC is a fee-only firm, which means that clients pay us to help maximize their wealth.  Our firm does not receive commissions, bonuses or incentives from other institutions for referring their services.  We are a fiduciary agent for our clients.  They work directly with a financial advisor who has deep technical knowledge.  Questions usually are answered on the spot without the need to contact another expert.  For issues arising beyond our knowledge, we have established a network of specialists in diverse disciplines, including investments, taxation and law.  We sort the entire marketplace to recommend optimal, tailored solutions at the most reasonable cost.  Assets are custodied at only the most reputable firms.  We have the controls and structure of a large company without the high overhead.  Most importantly, since we are not tied to any one institution, we can oversee a client’s entire financial situation.  We effectively integrate investments with the overall wealth strategy.

 

MISSION AND CORE VALUES

It is our mission to maintain an intense client focus, which permits us to understand clients deeply and to serve them robustly.  With relationships built upon trust, we strive to deliver highly responsive service and exceptional value.  Our knowledge, skills, experience and commitment allow us to develop and implement financial plans that help clients reach goals sooner with less stress.

 

NAPFA Start Date

August 28, 2006

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This Office

1991 Crocker Rd Ste 210 Westlake, OH 44145-1962 Phone: (440) 871-7669