If you aren't utilizing the latest tax strategies, you might overpay thousands of dollars in your 2019 taxes.

Your financial needs are complex. No matter what your situation, your financial success requires careful planning and professional guidance to help ensure your individual goals and needs are met.

Download your complimentary copy, today!

Tax evasion is a crime. Tax avoidance is your right as a taxpayer here in the United States.

Why meet with us...

Our company specializes in helping clients maximize their tax deductions and increase the tax efficiency of their investment and retirement portfolios. Tax planning involves much more than just preparing your tax return.

What you get...

In addition to meeting with our financial professionals, you will receive a comprehensive financial analysis that includes all of the following:

INVESTMENT ANALYSIS

Risks

Returns

Fees

LONG-TERM CARE ANALYSIS

Needs Analysis

Alternative Solutions

RETIREMENT ANALYSIS

Budget

Inflation

Taxes

SOCIAL SECURITY MAXIMIZATION ANALYSIS

Claiming Strategies & Instructions

TAX-DIVERSIFICATION ANALYSIS

Tax Allocations

Tax-Advantaged Products

Tax-Advantaged Strategies

ESTATE ANALYSIS

Incorporation

Trusts

Charitable

FREE 62-POINT

FINANCIAL PLANNING CHECKLIST

© 2019 Kinetic Financial & Insurance Solutions, Inc. 


Kinetic Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Kinetic Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.


Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.