Services & Solutions

Services & Solutions

At Kincaid Financial Advisors, we provide investment solutions for our clients based on their needs and objectives. Through numerous different investment platforms, a multitude of investment products, and a holistic approach to your overall portfolio, the tools available to customize your portfolio are immense.

Advisory Services

  • Separately Managed Accounts
  • Unified Managed Accounts
  • Strategic and Tactical Asset Allocation
  • 3rd Party Money Managers

Full Service Brokerage Accounts

  • Stocks
  • Bonds (Government, Corporate & Municipal)
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Master Limited Partnerships (MLP’s)
  • Annuities - Fixed, Fixed Indexed, Variable
  • Alternative Investments
  • IRA’s, 401k Rollovers

Financial Planning

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Wealth Transfer Planning

Insurance Planning

  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplemental Insurance

 

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