- Tax Planning
- Estate Taxes
- Tax Services
- Income TaxShort-term capital gains are taxed at ordinary income tax rates. Long-term capital gains are taxed according to different ranges (shown below).
- Capital Gains Taxes
- Mutual FundsMoney market mutual funds are sold by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.
- Wealth ManagementWorking tirelessly to assist his clients in building a secure financial foundation, he continued to add support and services and eventually evolved his practice into SFS Wealth Management.
- Money Market FundsOthers turn to money market accounts or money market funds in emergencies. While money market accounts are savings accounts, money market funds are considered low-risk securities. Money market funds are not backed by any government institution, which means they can lose money. Depending on your particular goals and the amount you have saved, some combination of lower-risk investments may be your best choice.
- Accounting Services
- Payroll Services
- Financial PlanningThe Certified Financial Planner Board of Standards was founded in 1985 and realizing the importance of competent and ethical financial planning services, Bill quickly began working on the requirements and earned the CFP® marks in 1989. Bill has a home in Cape Coral, Florida and Kokomo, Indiana and serves clients around the country. When not watching the markets or studying the economy, Bill enjoys spending time with his 6 grandchildren.
- Retirement PlanningWorking for Chrysler in the late 1970’s was a roller-coaster ride of feast and famine for the hourly workers and after enduring several rounds of layoffs, William Snow decided it was time to take control of his own destiny and began in the property and casualty field of the insurance industry in 1980. After several years of hard work, he began to see a need for comprehensive, personalized wealth management and retirement planning and he formed Bill Snow & Associates in 1984.
- College Funding