FREE CONSULTATION

A no obligation, complimentary consultation is the first step in determining whether the services of Snowbird Financial LLC are the right fit for you and/or your family. During this meeting, we will discuss our professional background and the services offered by our company. More importantly, we will spend a majority of the time discussing your current financial situation and future goals. Upon completion, you'll be able to make an informed decision whether our services can help you better reach your financial goals. In addition, we will provide a second opinion on your current investment strategy.

Call Brian Robinson, Financial Advisor, at 317.610.9096 to schedule yours today!

ASSET MANAGEMENT

Snowbird Financial offers ongoing investment management services based on the individual goals, objectives, time horizon and risk tolerance of each client. Snowbird Financial creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation.

We believe the most important step in the asset management process is to listen and understand our clients and their needs. We then develop an investment strategy tailored to the individual client and their specific objectives.

FINANCIAL PLANNING

Financial planning is a comprehensive evaluation of your current and estimated future financial state based on your risk tolerance, time horizon, resources and financial goals. Financial plans are useful in determining if your financial goals can be met in the future, or what steps need to be taken to ensure that they are. Financial plans should be updated on a regular basis to reflect the changing circumstances in your life.

Snowbird Financial LLC and your advisor will help you clearly define your financial goals and work closely with you to achieve them. Request a meeting today!