KINGSBURY FINANCIAL ADVISORS
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.
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 Caitlin John Private Wealth management, we have all of the necessary resources to support our clients in conquering their financial goals.
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.
Personal
LIFESTYLE
- Fixed spending analysis
- Discretionary spending analysis
- Risk tolerance profile
- Lifestyle goals
FAMILY
- Life insurance strategies
- Income protection
- College planning
- Trust establishment
- Estate planning
RETIREMENT
- Goal analysis
- Lifestyle planning
- Succession planning strategies
UNEXPECTED
- Disability
- Idenfity the solutions
- Long-term care planning
Professional
CAREER
- Anticipated financial path
- Industry growth trends
- Compensation sources
- Equity opportunities
BENEFITS
- 401 (K)
- Health plan considerations
- Detailed insurance options
- Deferred compensation
- Stock options strategies
RISK PREVENTION
- High-risk promotions Travel
- Cash reserve layering
- Prevention Strategies
INVESTMENTS
- Access to capital ventures
- Strategic partner deals
- Participation in capital markets
Financial
TOOLS
- Advanced Investments
- Strategy Reporting & analysis
- Access to online accounts
- Financial calculators
EXPERTISE
- Advisors with industry certificafions Diverse experience
- Global research and insights
- Broad client scenario expertise
TRENDS
- Short-term trend strategies
- Alternative financial products
- Long-term hedge strategies
OPPORTUNITIES
- Emerging markets
- Unique valuations
- Industry sector risk analysis