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<strong>Kinnison Financial Strategies</strong>

Individuals-Families

For many individuals and families, experiencing such changes can be baffling, even stressful. Perhaps you are considering financial planning for your self and/or your family. If so, consider the answers to questions such as these.

• What are the benefits of financial planning?
• If I decide to meet with someone with Kinnison Financial Strategies, what is involved?

For answers to these and other questions, click HERE:
Why Financial Planning?
What does the Introductory Consultation involve?

Why Financial Planning?

For individuals and families, the quality of their lives--their lifestyles--demands their continuous attention. Their financial circumstances are a significant factor in shaping their lifestyles. Thus, it is critical that individuals and families examine and adapt their financial circumstances frequently. Financial planning is a process that helps individuals and families as they adapt their financial circumstances to a constantly changing environment.
Two major views of financial planning are common, lifecycle phases and areas of financial decisions.
Most individuals and families experience changes as they progress through phases of their lifecycles. Families with children experience the phase from anticipated birth through adolescence for each of their children. This extended phase calls for financial awareness and planning for both the child and the family. Family maturity, when children are independent, is another phase. Individuals, young adults after childhood, experience the phase involving transition from dependence on others (e.g., parents) to independence. The career phase(s) and, for many adults, family formation, involves many adaptations in lifestyles and financial decisions. For most individuals and families, the retirement phase requires years of planning and preparation plus wise management of financial resources for post-career income.

A list of areas in which changes occur and which require financial planning and decisions might include these:

Of course, a list such as this is generic and suggestive. It cannot reflect the unique and specific situations or needs of individuals and families.
KFS tailors financial strategies to the unique needs of each client. Such strategies often require financial solutions selected from annuities, insurance, securities, real estate, and alternative investments.

What does the Introductory Consultation involve?
The Introductory Consultation is an opportunity for you and your KFS financial consultant to explore your financial situation and determine our compatibility for working together to address whatever areas concern you. It is an opportunity for you to ask questions and discuss potential strategies that help you adapt your financial health to changing situations.
Whenever you are ready to schedule an Introductory Consultation, please contact us at consultation@KinnisonFinancial.com or call 530-208-6046.

Our office is located at:
Kinnison Financial Strategies
152 Maple Street #D
Auburn, CA 95603

Our office in Auburn has direct access from I-80. Approaching Auburn from the West (Roseville, Rocklin, Lincoln, Sacramento, etc.), use the first exit, Maple Street. The entrance to our office is approximately one block from the exit. Approaching our office from the East (Colfax, Georgetown, Forestville, Reno, etc.) use the Nevada Street exit and continue right to cross the highway to Maple Street. A quick left turn from the bridge rings you to our entrance at 152 Maple Street.

View map for 152 Maple Street, Auburn, CA.

Please contact us if you would like a free, no-obligation introductory consultation or if you want to know more about KFS.