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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.)
• minimizing risk for 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
• minimizing taxes, and
• numerous other unique financial issues.

Please contact us if you would like a consultation for periodic review of your accounts, or to discuss your questions.