We will help you develop and execute a "Professional Escape
Plan". Retirement in the traditional sense is an outmoded
concept. Today, retirement is about building a lifestyle and
the necessary cash flows to allow you to work if you choose,
doing what you choose, when you choose to do it.
Visualizing your future life is more than simply picking a goal
from a robot and getting a number to scrimp and save toward. It
is about finding out through the process of discovery what you
visualize your life and "retirement" to look like. Travel?
Second career? Educating grandkids? Building a legacy? We
specialize in helping you to make these discoveries.
Planning your path to get there is a collaborative effort to
lay down concrete action steps and projections including
alternative courses of action. Financial plans should be
dynamic and interactive and we use state of the art online
tools and best in class planning software to make it possible
for you to see your path to the future.
Execution is another specialty of ours. With over 30 years of
investing experience, we know the difference between a smart
plan and a plan fraught with potential pitfalls. We have proven
investment strategies and portfolios that can help to get you
off of the "buy and hope" investment roller coaster and into a
consistent achievable rate of return that is right for you both
emotionally and within the context of your long range plan.
|Firm Start Year:||2001|
|Name of Broker/Dealer:||Any - Independent RIA|
|Name of Custodial Firm:||Any - Independent RIA|
|States Licensed in:||
|Number of Years with Current Firm:||20|
Registered Representative (Series 7) gained in |
Series 65 Registered Investment Advisor gained in
2001 and current.
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Mutual Funds , Options & Futures , Bonds , Stocks , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments|
|I can meet clients in the following ways:||Video Conference , At my office , Via phone , Via email|
|Qualifications & Memberships|
|Firm's Number of Clients:||88|
|Firm's Number of Planning Clients:||88|
|Firm's Number of Managed Clients:||88|
|Assets Managed by Firm:||$20,000,000|
|Advisor's Number of Clients:||88|
|Advisor's Number of Managed Clients:||88|
|Advisor's Number of Planning Clients:||88|
|Assets Managed by Advisor:||$20,000,000|
|Registered Investment Advisor:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-only financial professional|
|Compensation Methods:||Flat Fee|
|Fee % Based on Assets:||Varies|
|Additional Details on Charges:||
Fee based upon sliding scale of assets under
management. Probably less than you're already paying
if you're investing with an advisor recommending
|Bachelor's Degree - Finance||
The Ohio State University - Columbus, OH
August 1979-June 1986
I have been in the financial services industry in one way or another for over 30 years. My first week in the business was the week of the stock market crash of 1987.
Given this 'baptism by fire', I learned two things very quickly: First, investing is an emotional and deeply human process that involves more than just the facts and figures. Second, investors need an advisor to sit on their side of the table and advise them, not just sell them things.
I founded the predecessor firm to my current advisory firm in 1997 to help investors in that way via a subscription newsletter. We navigated the "tech wreck" of 2000-2001 with flying colors, leading several subscribers to inquire about having me manage their portfolios directly as an advisor, rather than indirectly via the newsletter... and JR Snell Capital Management, LLC was born in the fall of 2001.
Since then, our steady growth has come mostly through existing client referrals. They love our independent nature and the knowledge that we truly sit on the same side of the table as our clients... something I've worked to achieve and hold on to since the first days of my career more than 30 years ago.
Financial Advice & Consulting
We are a fee only financial advice and investment management firm. We help clients decide direction and pace towards retirement or other goals (education, legacy, gifting et al).
We can deploy our own in-house and highly successful investment management solutions. We can also consult with you to make sure that your 401k et al plans are invested appropriately.
We explore agile, cash flow based retirement planning solutions with our clients. We will also develop a number of 'what-if' scenarios to adapt to life's consistent inconsistencies. We then work together to assure that you are walking the financial path that you have chosen.
|Mon.||9:00 AM - 4:00 PM|
|Tue.||9:00 AM - 4:00 PM|
|Wed.||9:00 AM - 4:00 PM|
|Thu.||9:00 AM - 4:00 PM|
|Fri.||9:00 AM - 4:00 PM|