Jennifer's Snowman Theory

My Snowman Theory is designed to help clients grow their principal investment, capture profits, and distribute income needed to support their lifestyle during retirement.

The base of a snowman should always start with a strong foundation. One’s principal is diversified among investments designed to accumulate greater wealth.

The body of a snowman is a product of the base and supports the top. We capture profits from the base allowing the body to grow, without disturbing the original foundation. We design the body for income from the profits to accumulate and feed into the top.

The top of the snowman is the last stage of development. With the income from the body, we position the top to pay out depending on one’s needs and lifestyle.