01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

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

Our Team

Our Team - John Kincaid Bio
Financial Advisor
Registered Principal
Investment Adviser Representative

John earned his Bachelor of Science Degree in Finance from Arizona State University in 1984.  He has been providing...

Administrative Assistant

Rochelle has been working for Kincaid Financial since February 2010, and has a strong diverse background in customer...

Administrative assistant

Krystal serves as an Administrative Assistant at Kincaid Financial Advisors. She has worked with John Kincaid for over 7...

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