Kingsbury Financial Advisors

Kingsbury Financial Advisors

Our specific services can include:

401(k) Strategies
Retirement Planning
Education Planning
Tax and Insurance Strategies
Employer Benefits Optimization
Estate Planning

Kingsbury Financial Advisors 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 ...

Kingsbury Financial Advisors updated their website address.

At KFA we have been fortunate enough to help hundreds of people become better borrows. I have even watched people go from 600 to 800 credit score in a matter of months just by understanding their credit score and creating a strategy to raise it.

We often get asked what factors make up a credit score...

I’m .

Kingsbury FA is growing fast and with our industry leading training program we believe we can take anyone to the highest possible level in their career and life.

Apply today by scanning the QR code

Happening this week. Some of these we hold in our portfolio today. Message us to see what were betting big on!

At Kingsbury Financial Advisors we have customized our services to specifically fit the financial needs of Florida residents. We are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams.

We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work together with our clients to navigate their financial strategy.

To us, it is vital that we work with our clients to not only identify their current financial situation, but anticipate what the future may bring: private school, a boat, a beach house. We have a fundamental understanding that planning for the future is all in the details, with a special focus on our clients career as the most important cornerstone. We take a holistic approach and factor in our clients company's benefits package to ensure they are maximizing their financial future.

We are committed to providing you with the very best in financial planning and exemplary customer service.
Kingsbury Financial Advisors provides the ability for new advisors to create their own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a financial advisor requires a contemporary way of thinking and doing. At KFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:

-Identify and set appointments with potential clients
-Meet with clients to assess their financial needs

-Develop customized financial plans to address each of the clients desired goals

-Maintain strong relationship with clients, helping them track their progress over time

-Provide ongoing consultation and support

KFA is different from other firms for many reasons, but our 'google meets wall street’ culture really sets us apart from the rest. Our fun, fast-paced, yet laid back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
One-on-one training from seasoned leaders in the local financial planning industry include

A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results

Significant career growth opportunities within the company, including a leadership program, employee ownership, franchise options, and management

Get a grasp on your taxes before you end up on the other side!

Don't wait until it's too late! Message us today for a free consultation.

Its never too late to start!

Big week for earnings! If you are not making changes in your portfolio we NEED to sit down.

Kingsbury is here to help you manage your emergency fund! Some people I meet will carry 6 months of expenses and some will carry a year of expenses.... but what is the right number for you?

1. Create passive income from assets
2. Take advantage of employer benefits
3. Modify your tax withholdings
4. Start a side business
5. Earn a certification like a notary

We are here to help you manage your finances in 2022!

Kingsbury FA mascot is a bit tired for a Monday. It must been all excitement around football yesterday! I hope this photo makes everyone smile :)

The biggest difference is the level of risk taken. Investing allows for the opportunity for a higher return, but also includes higher risk. What other differences can you guys think of?

Meet our new intern Chloe!

Her hobbies include watching movies, yoga, and cooking.

The top three things she values in life are friends/family (including her cat Charlie), saving the environment, and health.

Once she graduates, she'd like to work as a Financial Advisor.

Welcome to the KFA family Chloe!

Meet our new intern Matteo!

His hobbies include watching sports, listening to music, traveling, and following current events and their influence on the stock market.

The top three things he values in life are family, friends, and overcoming any obstacles life throws in the way.

Once he graduates, he'd like to be a Comprehensive Financial Advisor and help people achive their financial goals.

Welcome to the KFA family Matteo!

Generally rising interest rates negatively affect all stocks, but tech could see the biggest hit. If your advisor is not making changes then it may be time for a new one.
https://www.kingsburyfa.com/contact_us/



https://www.cnbc.com/2022/01/06/hedge-funds-are-selling-tech-shares-at-their-fastest-pace-in-a-decade-as-rates-spike.html

Hedge funds are selling tech shares at their fastest pace in a decade as rates spike The hedge fund community dumped tech stocks in the four sessions between Dec. 30 and Tuesday as interest rates spiked.

I bonds are not exactly the most popular among younger investors, but since the decrease in interest rates many baby boomers looking to preserve their wealth have shifted away from traditional fixed income holdings into alternatives.
https://www.kingsburyfa.com/contact_us/

Using I Bonds' High Interest Rate To Hedge Against Inflation In the current low-interest, high-inflation environment, I Bonds represent an opportunity for investors to increase the yield of their fixed income portfolio!

Happy New Years from Kingsbury Financial Advisors!

Any milestone or success starts with a goal whether its financial or personal.

Some of my KFA Goals:

Forbes 30 under 30
Hire 2 new Advisors to expand into newer markets
Take on 72 new Clients
Have a client appreciation event
Give back to the community once a quarter

When it comes to financial goals the best way to get there is to ask questions and get help.

What are some of your 2022 goals?

Merry Christmas from KFA 😃

IRS updates contribution limits to 401k’s for 2022.

The max out will now change from $19,500 in 2021 to $20,500 in 2022.

If you are over the age of 50 you can put in up to $27,000 through catch up contributions.

Did you know there are other strategies to get even more into a 401k?

https://www.google.com/amp/s/www.cnbc.com/amp/2021/11/05/irs-increases-2022-limits-for-401k-plans-.html

IRS increases limits for 401(k) plans to $20,500 for 2022, leaves individual retirement accounts unchanged The IRS has announced 2022 retirement contribution limits, with a boost to $20,500 for workers with a 401(k) plan.

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) Strategies
Retirement Planning
Education Planning
Tax Planning
Insurance Planning
Employer Benefits Optimization
Estate Planning
Portfolio management services
Wealth management
Debt Planning
Cash Flow Planning
Debt Management
Self Directed Real Estate Planning

Kingsbury Financial Advisors updated their phone number.

Kingsbury Financial Advisors updated their business hours.