SNP Financial Advisors

SNP Financial Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from SNP Financial Advisors, Financial service, 1910 S Stapley Drive, Mesa, AZ.

Financial advisors helping clients plan for their future financial goals, and investment strategies to navigate the technological changes going on around us, such as the electric car, artificial intelligence, renewable energies, and blockchain.

I am super excited to have attended my oldest daughter Ava Snoozy’s graduation last night. She has been incredibly invo...
05/28/2023

I am super excited to have attended my oldest daughter Ava Snoozy’s graduation last night. She has been incredibly involved in her high school and community events throughout Fredericksburg TX. She has near straight A’s, was a peach queen, and has been accepted and will be attending college at the University of Texas Austin next year. She will have a full ride scholarship thanks to many organizations and the Terry Foundation. I am a super proud Dad. I am glad Ava’s Grandmother and Aunt Mary could attend the graduation with all of us.

"Asking for financial advice from a financial planner is like asking a barber if you need a hair cut."⁣-𝘞𝘢𝘳𝘳𝘦𝘯 𝘉𝘶𝘧𝘧𝘦𝘵⁣⁣⁣...
03/29/2022

"Asking for financial advice from a financial planner is like asking a barber if you need a hair cut."⁣
-𝘞𝘢𝘳𝘳𝘦𝘯 𝘉𝘶𝘧𝘧𝘦𝘵⁣
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Budgeting is an essential part of any individual’s financial planning. ⁣⁣In a 𝐃𝐞𝐛𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧, it’s even more impor...
03/23/2022

Budgeting is an essential part of any individual’s financial planning. ⁣
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In a 𝐃𝐞𝐛𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧, it’s even more important. This is down to a number of reasons.⁣
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Firstly, in a DMP the majority of your surplus monthly income needs to be directed towards paying off your debt. As such, it’s important to have a firm grasp of your other essential outgoings, your household bills or mortgage/rent for example. ⁣
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Furthermore, you may also have other priority debts outside of your DMP, such as mortgage repayments or loans secured on your home, so you’ll also need to plan for these.⁣
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Your DMP repayments will be set at a rate you can afford, and the budget set for you will generally allow a figure for emergencies, car maintenance for example.⁣
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However, these emergency payments often pile up; worsening the situation for those with debt trouble. Incorporating within your budget an emergency fund – small or large– will better prepare you for these situations.⁣
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Get in touch with us and we will help you develop your⁣
personal budget and a clear strategy to reduce debt where possible.🙌🏻⁣
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📲480-546-8288⁣⁣
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You can't control unexpected events in your life or in the markets, but these tips can help you limit their impact.⁣⁣𝟏- ...
03/20/2022

You can't control unexpected events in your life or in the markets, but these tips can help you limit their impact.⁣
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𝟏- 𝐎𝐮𝐭𝐥𝐢𝐯𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐌𝐨𝐧𝐞𝐲⁣
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People look at how long their parents or relatives lived. But life expectancies have grown markedly from one generation to the next. ⁣
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𝘞𝘩𝘢𝘵 𝘠𝘰𝘶 𝘊𝘢𝘯 𝘋𝘰:⁣
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✔️Think about delaying the age at which you claim Social Security. ⁣
✔️Find out whether an annuity might be appropriate for you.⁣
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𝟐- 𝐂𝐡𝐚𝐧𝐠𝐞𝐬 𝐈𝐧 𝐌𝐚𝐫𝐤𝐞𝐭𝐬⁣
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If there’s a significant market drop shortly before or early in your retirement — just as you’re starting to tap into your assets — the value of your investments could shrink to an extent that brings long-term consequences.⁣
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𝘞𝘩𝘢𝘵 𝘠𝘰𝘶 𝘊𝘢𝘯 𝘋𝘰:⁣
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✔️Take a second look at the way you invest.⁣
✔️Draw down your assets thoughtfully.⁣
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𝟑- 𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧⁣
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Although quite low in recent years, inflation — even a modest percentage — reduces your spending power over time. People in retirement are especially vulnerable. ⁣
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𝘞𝘩𝘢𝘵 𝘠𝘰𝘶 𝘊𝘢𝘯 𝘋𝘰:⁣
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✔️Consider investments that could grow along with inflation.⁣
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𝟒- 𝐑𝐢𝐬𝐢𝐧𝐠 𝐌𝐞𝐝𝐢𝐜𝐚𝐥 𝐄𝐱𝐩𝐞𝐧𝐬𝐞𝐬⁣
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When it comes to financial planning, people don’t systematically plan for health-care risks.⁣
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𝘞𝘩𝘢𝘵 𝘠𝘰𝘶 𝘊𝘢𝘯 𝘋𝘰:⁣
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✔️Plan early for long-term care.⁣
✔️Consider a health savings account (HSA).⁣
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📣Get in touch with us today to learn how we can help you.⁣
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📲480-546-8288⁣⁣⁣⁣⁣
📧[email protected]⁣⁣⁣⁣⁣
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Believe it or not, you have an estate. In fact, nearly everyone does. Your estate consists of everything you own.⁣⁣No ma...
03/14/2022

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate consists of everything you own.⁣
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No matter how large or how modest, everyone has an estate and something in common—you cannot take it with you when you die.⁣
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An estate plan can vary by person, but in general, it includes:⁣
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✔️A will⁣
✔️Trust(s)⁣
✔️Durable power of attorney⁣
✔️Healthcare directive⁣
✔️Beneficiary designations⁣
✔️Guardianship designations⁣
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Life is about living, and achieving your financial goals lets you do that on your terms.⁣⁣A dedicated financial partner ...
03/10/2022

Life is about living, and achieving your financial goals lets you do that on your terms.⁣
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A dedicated financial partner can help bring you closer to the future you see for yourself.👌🏻 ⁣
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And since our finances touch nearly every aspect of our lives, 𝐚 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫 can have a positive impact not only on your own financial well-being, but also on your loved ones, future generations and even your community.⁣
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Here are 𝟔 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐨𝐟 𝐚 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫:⁣
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✅Income Planning⁣
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✅Budgeting And Debt Management⁣
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✅Tax Planning In Retirement⁣
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✅Risk Management⁣
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✅Estate Planning⁣
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✅Investment Management⁣

📣Get in touch with us today.⁣⁣
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📲480-546-8288⁣⁣
📧[email protected]⁣⁣
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𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you...
03/03/2022

𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. ⁣
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The fun part is why it makes sense to pay attention to the serious—and perhaps boring—part: 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐡𝐨𝐰 𝐲𝐨𝐮’𝐥𝐥 𝐠𝐞𝐭 𝐭𝐡𝐞𝐫𝐞.⁣
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These five steps will help you toward a safe, secure, and fun retirement:⁣
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✅Establish your goals and Lifestyle⁣
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✅Develop a strategy to meet your needs.⁣
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✅Identify risks⁣
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✅Implement Retirement strategy⁣
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✅Ongoing review and adjustments⁣
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Let us make this process easier for you.🙌🏻⁣
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📣Get in touch with us today.⁣⁣⁣⁣
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📲480-546-8288⁣⁣⁣⁣
📧[email protected]⁣⁣⁣⁣
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𝘌𝘷𝘦𝘳𝘺 𝘣𝘢𝘵𝘵𝘭𝘦 𝘪𝘴 𝘸𝘰𝘯 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘧𝘰𝘶𝘨𝘩𝘵. 𝘌𝘴𝘱𝘦𝘤𝘪𝘢𝘭𝘭𝘺 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘳𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵.⁣⁣⁣⁣Let us help you by creating a compre...
03/01/2022

𝘌𝘷𝘦𝘳𝘺 𝘣𝘢𝘵𝘵𝘭𝘦 𝘪𝘴 𝘸𝘰𝘯 𝘣𝘦𝘧𝘰𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘧𝘰𝘶𝘨𝘩𝘵. 𝘌𝘴𝘱𝘦𝘤𝘪𝘢𝘭𝘭𝘺 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘳𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵.⁣⁣
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Let us help you by creating a comprehensive financial plan to help guide you through the coming technological disruption.🙌🏻⁣⁣
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You are the most important person to us. We want to understand who you are, what is important to you, your fears, and desires for your retirement. ⁣⁣
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✅We will help create a plan that is centered around YOU and the people that are closest to you.⁣⁣
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📣Get in touch with us today.⁣⁣⁣
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📲480-546-8288⁣⁣⁣
📧[email protected]⁣⁣⁣
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Let Us Guide You In These 3 Critical Retirement Decisions⁣:⁣▪️𝐈𝐧𝐜𝐨𝐦𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠⁣⁣A well-developed income strategy and soci...
03/01/2022

Let Us Guide You In These 3 Critical Retirement Decisions⁣:
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▪️𝐈𝐧𝐜𝐨𝐦𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠⁣
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A well-developed income strategy and social security maximization can give you piece of mind in retirement.⁣
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▪️𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠⁣
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Designing a tax strategy for your retirement can help you and your family save substantially in taxes.⁣
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▪️𝐑𝐢𝐬𝐤 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠⁣
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We will help you guide you through the potential risks that may disrupt your retirement.⁣
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📣Get in touch with us today.⁣
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📲480-546-8288⁣
📧[email protected]⁣
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Why 𝐑𝐢𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 is important?⁣⁣The main goal of risk management in financial planning is to protect your money from ...
02/23/2022

Why 𝐑𝐢𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 is important?⁣
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The main goal of risk management in financial planning is to protect your money from financial risks.⁣
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We manage risks so we know which risks are worth taking, which ones will get us to our goal, which ones have enough of a payout to even take them.⁣
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Let us help you create a comprehensive Financial Plan to help guide you through the coming technological disruption.🙌🏻⁣
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📣Get in touch with us today.👉🏻https://snpfinancialadvisors.com/contact-us/
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📲480-546-8288⁣
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𝟓 𝐄𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐒𝐭𝐞𝐩𝐬 𝐓𝐨 𝐏𝐫𝐨𝐭𝐞𝐜𝐭 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲 𝐀𝐧𝐝 𝐘𝐨𝐮𝐫 𝐅𝐮𝐭𝐮𝐫𝐞⁣⁣𝟏- 𝘛𝘩𝘪𝘯𝘬 𝘢𝘣𝘰𝘶𝘵 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘩𝘢𝘱𝘱𝘦𝘯.⁣⁣While it can be diffi...
02/21/2022

𝟓 𝐄𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐒𝐭𝐞𝐩𝐬 𝐓𝐨 𝐏𝐫𝐨𝐭𝐞𝐜𝐭 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲 𝐀𝐧𝐝 𝐘𝐨𝐮𝐫 𝐅𝐮𝐭𝐮𝐫𝐞⁣
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𝟏- 𝘛𝘩𝘪𝘯𝘬 𝘢𝘣𝘰𝘶𝘵 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘩𝘢𝘱𝘱𝘦𝘯.⁣
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While it can be difficult to initiate, having a discussion with your loved ones in advance helps you clearly communicate your intentions and gives everyone a chance to ask questions or voice their concerns.⁣
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𝟐- 𝘊𝘳𝘦𝘢𝘵𝘦 𝘺𝘰𝘶𝘳 𝘱𝘭𝘢𝘯.⁣
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Your estate plan will include your will and several other essential documents. A simple will may be appropriate if your financial situation is pretty straightforward.⁣
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𝟑- 𝘚𝘵𝘰𝘳𝘦 𝘺𝘰𝘶𝘳 𝘦𝘴𝘵𝘢𝘵𝘦 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵𝘴 𝘴𝘢𝘧𝘦𝘭𝘺.⁣
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Organize your documents and keep them together.⁣
Store the original documents in a protected place that is accessible to your estate’s executor.⁣
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Let your attorney and your executor know where the original documents are stored and make sure your attorney has copies of the documents in case the originals are lost or damaged.⁣
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Also consider creating electronic copies and storing them digitally.⁣
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𝟒- 𝘛𝘢𝘭𝘬 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘭𝘰𝘷𝘦𝘥 𝘰𝘯𝘦𝘴 𝘢𝘣𝘰𝘶𝘵 𝘺𝘰𝘶𝘳 𝘦𝘴𝘵𝘢𝘵𝘦 𝘱𝘭𝘢𝘯.⁣
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To avoid surprises later you should have regular talks about your estate plan with your loved ones, as well as anyone who will be involved in carrying out your intentions, such as the executors or agents of any of your plans.⁣
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𝟓- 𝘙𝘦𝘷𝘪𝘦𝘸 𝘺𝘰𝘶𝘳 𝘦𝘴𝘵𝘢𝘵𝘦 𝘱𝘭𝘢𝘯 𝘢𝘯𝘥 𝘶𝘱𝘥𝘢𝘵𝘦 𝘳𝘦𝘨𝘶𝘭𝘢𝘳𝘭𝘺.⁣
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As your life changes, so will your estate plan — and corresponding documents and beneficiaries. ⁣
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The 𝐍𝐨.𝟏 𝐟𝐞𝐚𝐫 of people who are close to or already in retirement is that their money won’t last as long as they do.⁣⁣An...
02/17/2022

The 𝐍𝐨.𝟏 𝐟𝐞𝐚𝐫 of people who are close to or already in retirement is that their money won’t last as long as they do.⁣
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And who can blame them? ⁣
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There are many factors that can derail your future if you don’t address them in advance, including:⁣
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1. Taxes.⁣
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2. Inflation.⁣
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3. Health care.⁣
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4. Longevity.⁣
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5. Market volatility.⁣
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6. Savings shortfall.⁣
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7. Too much debt.⁣
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Address

1910 S Stapley Drive
Mesa, AZ
85204

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 2pm

Telephone

+14805468288

Website

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