Your Advisor through Life’s Changes
Your investing lifecycle is made up of three key phases — accumulation, preservation and distribution of wealth. Snow Creek can be with you in every phase, through your financial successes and unforeseen pitfalls.
We’ll guide you as you build wealth during your peak earning years. As you get closer to college tuition responsibilities or retirement, we’ll help you preserve what you’ve accumulated and weather swings in the economy. And when you are ready to distribute wealth to family members or through charitable giving, we’ll advise you so you achieve your legacy goals with the most favorable tax consequences.
Of course, life has a way of complicating even the best-laid plans. If you experience major transitions like divorce, illness or career change, we’ll work with you to adjust your financial strategies so your goals don’t have to change, even if your circumstances do.