Clint Snead and his young family moved to Southlake in 2007 and immediately became involved. Like many families, they balanced long work hours with family life and community involvement. “Life is about how each decision determines our destiny,” notes Clint. So when the opportunity came to join Box Financial Advisors in 2014, they made a decision that they are thankful for every day. “The senior leadership’s first request was for me to live an even, more integrated life,” remembers Clint. Looking back, he appreciates how much this has benefited his family and strengthened their relationships in the community. Relationships matter. They matter to the Snead family and they matter to Box Financial Advisors.
Box companies have been in Grapevine since 1920 and Box Financial started working with clients in 2010. The team has over 45 years of combined experience in financial planning and each of the advisors share a strong belief in helping others become better stewards. The principle-centered philosophy of Box Financial is founded on developing strong relationships with clients. Each advisor focuses on providing stewardship-based wealth planning and alternative “hard asset/tangible” investments, like real estate. “Once we understand the client’s situation, our goal is to come alongside to help them to understand what we perceive to be their main decision points and then provide our recommendation for how they should proceed,” says Clint.
The wisdom on which the philosophy is based is solid; Biblical, in fact. King Solomon is widely considered one of the richest men to ever have lived. His investment advice was simple and wise, “Give a portion to seven or even to eight, for you know not disaster may happen on earth.” The team at Box Financial Advisors asks clients to consider how that impacts their approach to investing and works with them to recommend long-term strategies that can help them truly diversify.
Box Financial Advisors have implemented a flat retainer for their counsel. They believe this allows them to protect the clarity of their counsel and to keep the focus on the specific needs of each client. “Our goal is to illuminate the key decision points for clients and allow them to walk with greater peace around their finances,” notes Clint.
When you talk with Clint Snead, you realize immediately that you are with someone of incredible character who genuinely cares about people. These characteristics permeate the Box Financial environment. With a Friday tradition that focuses on what matters, people and relationships, the staff of all of the Box companies gather together for a session of “Tell Me Something Good”. The time is used to share anything that happened that week either personally or professionally. It’s also a time for employees to recognize something noticed in a co-worker. If the positive nature of Clint Snead is any indicator of the Box environment, this could easily be an all-day event. It certainly is a treasured tradition. One that Clint Snead takes to heart daily. “Every day I get the honor to help people with the choices that affect their future,” relays Clint.
If you are looking for sound financial and investment counsel, Clint Snead of Box Financial Advisors is dedicated to your success. You can reach him at 817-865-1814 to set up an appointment or visit www.BoxFinancial.com to learn more. Box Financial Advisors, LLC is a registered investment advisor.