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.
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.
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.
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.
John earned his Bachelor of Science Degree in Finance from Arizona State University in 1984. He has been providing...
Krystal serves as Operations Manager at Kincaid Financial Advisors. She has worked with John for over 8 years and is...
Rochelle has been working for Kincaid Financial since February 2010 and has a wealth of experience in customer service...
