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<strong>Kinnison Financial Strategies</strong>

Questions & Requests

At Kinnison Financial Strategies (KFS), we welcome your questions and requests. Please contact us at any time you have questions, or whenever you encounter some event or issue for which we can be helpful to you.

Examples of events or issues for which clients call on us for support and advice include these.

• preparing for retirement
• birth of a child or grandchild
• preparing for college expenses
• plans for a wedding
• home purchase or refinance
• major purchase (auto, collectibles, etc.)
• self employment
• distribution from pension (401k, 403b, deferred comp, etc.)
• managing risks related to income sources
• anticipating college expenses
• estate planning
• death of a loved one
• financial requirements of a person with special needs
• inheritance
• insurance, or legal, settlement
• opportunities for tax advantages
• cash flow management
• continuity of a business
• financing business operations
• allocation of assets in a divorce settlement
• asset protection
• supporting a favorite charity
• tax considerations, and
• numerous other unique financial issues.

When you want to schedule a consultation or to learn more about KFS and our services, please contact us at (530) 208-6046 or by email CKinnison@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