Our Story

Kevin Snow

Owner

 

Kevin Snow has been an advisor since 2003 and is looking to make a difference in the lives of his clients nearing, or in, retirement. Before founding Snow Financial, he assisted a financial planner with trades and financial plan design as well as worked in a high-transaction financial institution. The experience uncovered his desire to help his clients have a more confident retirement. Kevin’s solid commitment to helping his clients create a strong retirement plan pushes him to help clients reach their financial goals.

Kevin is a part of the Retirement Guys Network. Being part of a larger, national team allows for ideas to be shared from several experienced advisors. This gives Kevin best practices to better serve his clients’ financial goals. His current licenses include Series 6, 7, 63, 66, Life and Variable.

Shelly Snow

Shelly came to work with Kevin in April 2018. She is the office manager, and enjoys meeting the clients and keeping Kevin organized! Shelly taught Spanish for 15 years, and worked at Spring Arbor University for 5 years scheduling instructors, and doing administrative work.

 

She was happy to come to work with Kevin and looks forward to being a part of the Snow Retirement team.

Dakota

Dakota is our one year old English Lab whose primary role is Chief Morale officer. He stops into the office from time to time to encourage the troops and to eat our snacks :-) 

Fun Facts About Kevin & Shelly

Kevin and Shelly have been married for 25 years and have two adult children. They both grew up in Mexico where each set of parents were missionaries where they became fluent in Spanish.

 

They met at Liberty University where they both graduated. They are thankful that their roommates introduced them to each other because of their common background!

Fun Facts About Our Logo the Rhino

People have asked me why we have a Rhino for our logo and I suppose there are several reasons one being that I love nature and have read too many books by Peter Hathaway Capstick over the years. Titles like "death in the tall grass" etc. Practically however we want our clients to feel as if their individual plan is a solid, thick skinned, steady plan that will withstand the torpedoes that inevitably come in life. The other reason is that Rhinos are not common. Neither is a solid Retirement Plan. Sadly too many think of a Retirement Plan as simply turning on a systematic withdrawal program which it is not. It takes years for your savings to grow into a full on Rhino and we want to help you protect it from the threats of the Jungle!! :-)

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CONTACT

415 S. Jackson St.,

Jackson, MI  49201

LINKS

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Advisory Services offered through The Retirement Guys Formula, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. The Retirement Guys Formula and Snow Retirement Planning Company are separate and independent entities from Peak Brokerage Services, LLC.