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

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

Identify 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 certifications

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