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Home
About Us
How We Help
Get in Touch
[email protected]
(813) 725-4202
Logo
Home
About Us
How We Help
Get in Touch
[email protected]
(813) 725-4202

Our Services

Our industry-certified advisors work closely with you to identify your needs within each of the following categories.

financial planning

Financial Planning

Our path to financial success begins with understanding your unique needs and goals.

• 401k Strategies
• Retirement Planning
• Tax & Employer Benefits Optimization
• Education Planning
• Estate Planning

Wealth Management

We offer a wide-range of specialized services to help you grow and manage your wealth.

• Investment Advisory Services
• Tax Sensitive Investment Management
• Investment Income Strategies
• Alternative Income Strategies
• Separately Managed Account Access

wealth management
business owner services

Business Owner Services

We empower CEO founders, entrepreneurs, business owners, and partners who face unique financial needs and requirements.

• Owner & Exec Compensation Plans
• Qualified Retirement Plans
• Key Employee Retention Plans
• Business Succession Planning

Tax & Insurance Strategies

We know that complex financial challenges require advanced solutions. That’s why our team is armed with strategies to meet tax & insurance needs to help allow your investments to continue to grow.

• Advanced Tax Strategies
• Actuarial Plan Design
• Advanced Insurance Architecture
• Estate Strategies

tax and insurance services

Check the background of this financial professional on FINRA's BrokerCheck

CONTACT

[email protected]

(813) 725-4202

3104 N Armenia Ave, Unit 2
Tampa FL 33607

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Contact Us

Our Process

The content found on this website has been developed from various sources that are believed to be providing accurate information. None of the content on this website is intended as tax, financial, or legal advice. Please consult with a legal, financial, or tax professional for specific information regarding your individual situation. The content and materials found on this website are intended to create client awareness and for educational purposes. Additionally, to promote interest in the various subject matter and services that may be offered through Kingsbury Financial Advisors. Materials on this website do not address any individual's specific situation and are not to serve as the basis for any investment decision or advice and should not be construed as a solicitation to invest. The content herein is based on the latest information available to the public and, while deemed to be accurate, is not guaranteed. Numerical information, charts, graphs, formulas, calculations and data set, etc. are for example and illustrative purposes only. For additional information, please contact Kingsbury Financial Advisors at (813) 725-4202 or your Investment Advisor directly. Asset Management and Investment Advisory Services offered through Caitlin John, LLC, a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355- 1325. Sefton Barnes is an Investment Advisor Representative of Caitlin John, LLC. Kingsbury Financial Advisors and Caitlin John, LLC, are separate entities and are not affiliated. In general, as related to investing and investment strategies, there is potential for profit as well as the possibility of loss, including the loss of Principal. Past performance does not guarantee future returns. Investors should thoroughly evaluate their financial goals, objectives, and risk tolerance with their Advisor before investing.

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