Advanced Tax Strategies

1
(No Transcript)
2
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.  
3
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.
4
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. 
5
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.
6
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.
7
Kingsbury Financial Advisors
8
Leaving Your Employer?
Dont Forget Your Retirement Savings PlanWhen
leaving your employer youll need to decide what
to do with the money in your retirement savings
plan.
9
Retirement Inflation
10
Cost of Retirement
Use this calculator to estimate how much income
and savings you may need in retirement.
11
Required Minimum Distributions
Estimate the annual required distribution from
your traditional IRA or former employer's
retirement plan after you turn age 72.
12
Impact of Inflation
Estimate the future cost of an item based on
todays prices and the rate of inflation you
expect.
13
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.
14
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
15
Contact Info

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

16
THANK YOU