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
