Snow Garrett Wealth Management: An Overview

Snow Garrett Wealth Management is a full-service financial and investment management firm with clients throughout Texas and several other states. As independent financial advisors with LPL Financial, the largest independent broker/dealer in the United States*, SGWM offers clients access to an assortment of unbiased, quality, non-proprietary investment strategies and provides a total holistic financial planning process.

Looking for a Financial Solution?  Look to SGWM.


With more than 30 years experience, SGWM professionals are committed to helping clients find the right financial solution.  From courteous client service and proactive planning to the delivery of the highest quality financial services, you can not only look to, but count on, SGWM.

 

*As reported by Financial Planning magazine, June 1996-2011, based on total revenue.

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We truly appreciate your continued business and support.
If you can think of anyone that could gain value from our services, please don’t hesitate to contact our office at (817) 596-9301 so that we may contact them –a referral is one of the greatest compliments in our business!

 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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