Ted Snow

CFP®, MBA
Personal Finance, Retirement, Investing
10
Answers
8
Articles
“Ted Snow, Founding Principal of Snow Financial Group, follows a thorough and reliable planning process to deliver comprehensive, prudent, and personalized planning services.”
Firm:

Snow Financial Group, LLC

Job Title:

Founding Principal

Biography:

Ted Snow, CFP®, is an Investment Advisor Representative working at Kestra Advisor Services, LLC in Addison, TX and has over 30 years of experience in the finance industry. Ted Snow has taken additional exams to become a Certified Financial Planner (CFP®).

Ted specializes in helping families 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 prestigious professional designation in the financial services industry, the CFP®. Ted has been recognized publicly for his sound practice, experience, and ethical standards.

With a solid foundation of education, Ted's award-winning expertise and innovation brings sound creativity to the table. Through a collaborative approach, clients are then able to explore an array of progressive strategies and solutions, personalizing their plans to achieve their life goals and financial dreams.

Snow Financial Group, LLC uses a distinct approach to comprehensive wealth management that involves continuous coordination of key financial components through a sophisticated, integrated process designed to help protect assets and accelerating wealth.

Understanding that every financial situation is unique. Ted and his team begins the process with listening to the goals and needs of each client. Once this crucial step is complete, a customized financial plan is developed, implemented, monitored, and revised as opportunities arise and needs change.

Unlike typical financial service firms that address financial planning elements in isolation, Ted  specializes in overseeing the continual coordination of key components of the wealth management process to help protect clients from cracks in design and setbacks associated with unforeseen consequences of critical financial decisions. Proper and persistent coordination is crucial to the success of a long-term wealth management plan, requiring specialized skills and expertise, research, analysis, insight, and up-to-date knowledge of how the sub-components of these elements potentially affect each other.

Education:

BS, Finance and Economics, Utah State University
MBA, Financial Planning, University of Dallas

Assets Under Management:

$50 million

Fee Structure:

Fee Based

CRD Number:

1650430

Insurance License:

#Texas

Disclaimer:

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Snow Financial Group, LLC. is not affiliated with Kestra IS or Kestra AS.

Videos
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All Articles
April 2018
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August 2017
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July 2017
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    Small Business, Small Business Taxes

All Answers
    Mutual Funds, Taxes
How will selling my mutual funds affect my tax liability?

Depends on a couple of things, i.e. married vs. single, and your income.  If you are married and you have income below $77,200, your cap gains tax will be 0%.  If married with income under $479k but more than $77.2k, then tax will be 15%.  If married with income over $479k, then tax will be 20%.  If single with income under $38,600, then tax will be 0%.  If single with income under $435,800 and greater than $38,600, then tax will be 15%.  Finally, if single with income over $425,800, then tax will be 20%.  These are all figures based on new tax law.  If you use the $3k and spend it, you won't have any double taxation except for sales tax in your state.  If you reinvest the $3k into another capital asset, this $3k becomes your new cost basis and only the growth of that investment will be taxable sometime in your future.  I hope this helps.  My best, Ted

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