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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 yourself 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 (KFS), what is involved?

For answers to Frequently Asked Questions, click HERE:

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. This list cannot reflect the unique and specific situations or needs ofyouandyourfamily. Reviewing your unique situation is the purpose of the first “Introductory Consultation” with KFS.
KFS tailors financial strategies to the unique needs of each client. Such strategies often require financial products 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 KFSfinancial 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 designed to help you adapt your financial health to changing situations.

When you want to schedule an introductory consultation or to learn more about KFS and our services, please contact us at (530) 208-6046 or by emailCKinnison@JPTurner.com.

Securities offered through J.P. Turner & Company, LLC (Member SIPC)
Investment advice and financial planning offered through
J.P. Turner & Company Capital Management, LLC (a registered investment advisor)
Charles J. Kinnison conducts business under the name Kinnison Financial Strategies
45110 Club Drive, Suite B, Indian Wells, California 92210 • 530-208-6046
JPT032410-398