Business Owner Services

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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.  
www.kingsburyfa.com
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Financial Planning

• Our specific services can include
• 401(k) Strategies
• Retirement Planning
• Education Planning
• Tax and Insurance Strategies
• Employer Benefits Optimization
• Estate Planning

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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.
www.kingsburyfa.com
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Wealth Management

• Our wealth management services can include
• Investment Advisory Services
• Tax Sensitive Investment Management
• Investment Income Strategies
• Alternate Income Strategies
• Specialized Separately Managed Account Access

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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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Advanced Tax Strategies
Retirement Planning Around Taxes Retirement
should be full of excitement and set you free
from any stress. Here at Kingsbury Financial we
are determined to make sure that this is the case
when the day finally comes and all your hard work
has paid off. We are experts in this area and we
are able to set you up for the best tax situation
available. We take your entire financial goals
and individual situation in order to set you up
with a diversified retirement portfolio allocated
in the most efficient accounts for you. All the
while being aware of other retirement taxes down
the road including social security.
www.kingsburyfa.com
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Advanced Tax Strategies
Investment Tax Strategies As your trusted
fiduciary we are obligated by the law to make
suitable investment recommendations that are in
your individual best interests. As we all know,
there is no escaping taxes. They are something
that everyone has to deal with but they are also
something that can be worked around in order to
maximize your investment profits. Here at
Kingsbury Financial we are able to formulate
strategies for individuals that take into account
your financial goals, long and short term. With
our experience we are able to put together unique
strategies that will optimize investments and
their tax implications. 
www.kingsburyfa.com
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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.
www.kingsburyfa.com
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Business Owner Services

• Depending upon your situation, these tools can
  include
• Business Continuity Planning
• Owner and Executive Compensation Plans
• Qualified Retirement Plans
• Key Employee Retention Plans
• Business Succession Planning

www.kingsburyfa.com
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How The Kfa Solution Works
The KFA Solution was created with one thing in
mind. YOU. The unique approach incorporates
personal goals, financial goals and equally
important, career goals. In a complex world of
finance, having a process to ensure efficiency is
critical to building wealth.
www.kingsburyfa.com
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Kingsbury Financial Advisors
Kingsbury Financial Advisors is a full-service
comprehensive financial planning and wealth
management firm located in Tampa, Florida.
Alongside our strategic partnership with the
leading comprehensive financial planning firm in
Florida (Florida Financial Advisors), we have all
of the necessary resources to support our clients
in conquering their financial goals.
www.kingsburyfa.com
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Kingsbury Financial Advisors
Kingsbury Financial Advisors was founded by
Sefton Kingsbury Barnes II. Sefton has worked
with over 300 households building personalized
financial plans with a focus on helping his
clients realize their dreams. 
www.kingsburyfa.com
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Kingsbury Financial Advisors
Kingsbury 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
Financial Advisors is Headquartered at 401 S.
12th Street, Unit 2 Tampa, FL 33602  Trinity
Wealth Securities, LLC and Florida Financial
Advisors are affiliated companies
www.kingsburyfa.com
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Contact Us

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

www.kingsburyfa.com
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THANK YOU