Kingsbury - Financial - Advisors

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Kingsbury Financial Advisors
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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 theyre 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.Our specific services can
include401(k) StrategiesRetirement
PlanningEducation PlanningTax and Insurance
StrategiesEmployer Benefits OptimizationEstate
PlanningLEARN MOREKingsbury Financial Advisors
logo3104 N Armenia Ave, Unit 2 Tampa FL
33607(813) 725-4202ContactUs_at_kingsburyfa.comKingsb
ury Financial Advisors is a Non Affiliated
company to Florida Financial Advisors, Trinity
Wealth Securities LLC, and Florida Financial
Insurance. Securities are offered through Trinity
Wealth Securities, LLC, Member FINRA/SIPC.
Advisory Services offered through Florida
Financial Advisors. Insurance offered through
Florida Financial Insurance. Florida
FinancialAdvisors is Headquartered at 401 S. 12th
Street, Unit 2 Tampa, FL 33602 Trinity Wealth
Securities, LLC and Florida Financial Advisors
are affiliated companies
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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.
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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.
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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.
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Required Minimum Distributions
Estimate the annual required distribution from
your traditional IRA or former employer's
retirement plan after you turn age 72.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to
purchase a long-term care insurance policy.
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Cost of Retirement
Use this calculator to estimate how much income
and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether
you should consider converting to a Roth IRA.
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Estate Taxes
Use this calculator to estimate the federal
estate taxes that could be due on your estate
after you die.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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.
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Federal Income Tax
This calculator can help you estimate your annual
federal income tax liability.
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Contact Info

• 3104 N Armenia Ave, Unit 2 Tampa FL 33607
• [phone]
• ContactUs_at_kingsburyfa.com

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THANK YOU