Advanced Tax And Insurance Strategies

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Advanced Tax And Insurance Strategies
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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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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.
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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.
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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
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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For more update , visit us
https//www.kingsburyfa.com/Advanced-Tax-and-Insur
ance-Strategies.5.htm