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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Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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Services & Solutions

Services & Solutions

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