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Advanced Tax Strategies

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops? https://www.kingsburyfa.com/

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Advanced Tax Strategies

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  1. Financial Planning Our path to financial success begins with understanding your unique needs and goals. It is very important our advisors take the time to get to know you on a personal level, so they’re able to help shape your financial future. Once engaged, we begin to structure your financial plan and provide you with ongoing progress updates to ensure you're on track. This communication is open, ongoing and available at your convenience.  

  2. Wealth Management We offer a wide-range of specialized wealth management services to help you grow and manage your assets. Our team of advisors has experience in dealing with complex and highly-specialized investment strategies to better sustain and protect your investments.

  3. Advanced Tax Strategies We know taxes can be confusing. Here at Kingsbury Financial, we recognize that many of our new clients could greatly benefit from a personalized tax strategy that correlates with your entire financial plan as well as your individual financial goals. We take a slightly different approach to taxes than other financial planners. Here we take a look at every last aspect of your personal goals and your unique situation in order to ensure the best tax plan possible. The experience and expertise we have here allows us to create the most optimal strategy you can use while considering possible tax implications that could hinder your financial goals. 

  4. Business Owner Services Whether you're a doctor or lawyer with your own practice, an entrepreneur with a growing business or CEO and founder of a large company, running a business presents very specific financial needs and requirements. Because we start all of our conversations by incorporating your professional circumstances into your financial plan, we know how to tackle these issues from the start. Our advisors have the tools you'll need to help keep your business and personal finances thriving.

  5. Other Wealth Advisors Practice Financial Planning, We Define it Our firm of independent advisors believes our clients' goals come first. Our firm provides comprehensive financial planning to make a difference in the lives of those we work with.

  6. Kingsbury Financial Advisors

  7. Leaving Your Employer? Don’t Forget Your Retirement Savings PlanWhen leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

  8. Retirement & Inflation

  9. Cost of Retirement Use this calculator to estimate how much income and savings you may need in retirement.

  10. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  11. Impact of Inflation Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  12. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  13. Retirement Portfolio Lifespan How Long Will Your Funds Last?

  14. Contact Info • 3104 N Armenia Ave, Unit 2 Tampa FL 33607 • (813) 725-4202 • ContactUs@kingsburyfa.com

  15. THANK YOU

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