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Clinton C Snead, CFA®, CKA®

President
Box Financial Advisors


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Areas of Concentration

Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Education Planning, Elder Care, Wealth Transfer, Estate Planning, Asset Allocation, General Financial Planning, Intergenerational Planning, Investment Planning, Legacy Planning, Real Estate, Retirement Income Management, Small Business Planning, Sudden Wealth Management, Wealth Management

Office Location

Box Financial Advisors
1200 S Main St, Suite 1600
Grapevine, TX 76092

Description

We are a firm that provides comprehensive financial advice to our clients on a fixed cost basis. Our goal is to come along side and partner with you to help you make wise financial decisions regarding the resources that have been entrusted to you. Our model permits us to not only accomplish this ongoing relational counsel, but also allows us to provide advice in areas that are often overlooked by the industry. Come see if Box Financial Advisors might be a good fit to help you steward your assets.

Licensed in these states: TX

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Contact Clint