Kingsbury Financial Advisors is a Non Affiliated company to Florida Financial Advisors, Trinity Wealth Securities LLC, and Florida Financial Insurance. https://www.kingsburyfa.com/

2. Kingsbury Financial Advisors

3. Financial Planning
Our path to financial success begins with understanding your unique needs
and goals. It is very important our advisors take the time to get to know
you on a personal level, so they’re able to help shape your financial
future. Once engaged, we begin to structure your financial plan and
provide you with ongoing progress updates to ensure you're on track. This
communication is open, ongoing and available at your convenience.Our
specific services can include:401(k) StrategiesRetirement
PlanningEducation PlanningTax and Insurance StrategiesEmployer Benefits
OptimizationEstate PlanningLEARN MOREKingsbury Financial Advisors
logo3104 N Armenia Ave, Unit 2 Tampa FL 33607(813) 725-
4202ContactUs@kingsburyfa.comKingsbury 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

4. Wealth Management
We offer a wide-range of specialized wealth management services to help
you grow and manage your assets. Our team of advisors has experience in
dealing with complex and highly-specialized investment strategies to
better sustain and protect your investments.

5. Advanced Tax Strategies
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.

6. Business Owner Services
Whether you're a doctor or lawyer with your own practice, an entrepreneur
with a growing business or CEO and founder of a large company, running a
business presents very specific financial needs and requirements. Because
we start all of our conversations by incorporating your professional
circumstances into your financial plan, we know how to tackle these
issues from the start. Our advisors have the tools you'll need to help
keep your business and personal finances thriving.

7. Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or
former employer's retirement plan after you turn age 72.

8. LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care
insurance policy.

9. Cost of Retirement
Use this calculator to estimate how much income and savings you may need
in retirement.

10. Roth IRA Conversion
This calculator can help you determine whether you should consider
converting to a Roth IRA.

11. Estate Taxes
Use this calculator to estimate the federal estate taxes that could be
due on your estate after you die.

12. Long-Term Care Self Insurance
Will you be able to afford nursing home care?

13. Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if
you took an early distribution from a retirement plan.

14. Federal Income Tax
This calculator can help you estimate your annual federal income tax
liability.

15. Contact Info
• 3104 N Armenia Ave, Unit 2 Tampa FL 33607
• (813) 725-4202
• ContactUs@kingsburyfa.com

16. THANK YOU