At Kincaid Financial Resources we know what’s most important.
We consider our clients family—and we’re a family-run business. We believe taking on a client is a lifetime commitment, and we act as fiduciaries, meaning we always put our clients’ best interests before our own. We aren’t tied to specific products or companies. We have a broad clientele in terms of interests, age, lifestyles, and locations. Many of our clients are world travelers, and many have pursued alternative retirement plans to reach their financial goals.
We also work with a number of other professionals in various industries and disciplines to be able to assist our clients where we cannot. These professionals include medical advocates, real estate agents, attorneys, CPAs, and others as needed.
We believe that our breadth of knowledge is a major asset to our clients. Instead of going to a bank to only learn about your savings account options, we are able to open the door to a multitude of opportunities that may fit you best. Oftentimes clients and other single focus industry professionals are unfamiliar or unaware of these possibilities that could be an appropriate fit. We don’t know everything, but we do know some about a lot of things, and we bring in other professionals as suitable.
We also work with a number of other professionals in various industries and disciplines to be able to assist our clients where we cannot. These professionals include medical advocates, real estate agents, attorneys, CPAs, and others as needed.
We believe that our breadth of knowledge is a major asset to our clients. Instead of going to a bank to only learn about your savings account options, we are able to open the door to a multitude of opportunities that may fit you best. Oftentimes clients and other single focus industry professionals are unfamiliar or unaware of these possibilities that could be an appropriate fit. We don’t know everything, but we do know some about a lot of things, and we bring in other professionals as suitable.
We adhere to a five-step PROCESS of
wealth management.
1. What’s your goal? Where do you want to go? That’s the most important question to our team.
2. What do you know about your finances? We need to know where you are to help you get where you want to go.
3. How do we use what we know to build a plan? There’s rarely only one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation. Our team gives you the tools. It’s your job to make the decisions.
4. How do you execute your plan? Everything leads up to this point. You have to act on the advised plan or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
5. Is the plan continuing to work? Change is constant. As times evolves, so might your needs. We work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
2. What do you know about your finances? We need to know where you are to help you get where you want to go.
3. How do we use what we know to build a plan? There’s rarely only one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation. Our team gives you the tools. It’s your job to make the decisions.
4. How do you execute your plan? Everything leads up to this point. You have to act on the advised plan or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
5. Is the plan continuing to work? Change is constant. As times evolves, so might your needs. We work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
Are you prepared for retirement?
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You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it's important to plan in more specific detail. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to these and other important questions.
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Call us today at
509.455.6911.
Advisory Services offered through Change Path, LLC a Registered Investment Adviser. Change Path, LLC and Kincaid Financial Resources are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.