Financial Planning Based on Goals and Values
Business Owners & Entrepreneurs
At Kimsa we appreciate the work that entrepreneurs do to build their businesses, their communities and the wider economy. We help them integrate their business financial planning and personal financial planning at every stage of their business journey.
Through our Virtual Family Office, we provide access to a wide range of strategies that help business owners achieve their goals. Effective financial planning with entrepreneurs often involves our specialties:
- Advanced Tax Planning
- Key Employee Retention
- Risk Management
- Buy/Sell Agreements
- Exit Planning
Tailored strategies delivered by experts
High-Net-Worth Individuals
Owning over $1 million in net assets comes with more complex financial planning considerations. As wealth grows it is important to consider advanced planning strategies to protect it.
Our structured approach to personal financial planning ensures that each of our clients has a financial plan that helps them implement the right strategies to realize their objectives. Services for high net worth individuals include:
- Comprehensive financial planning
- Insurance
- Asset Protection
- Security
- Estate Planning
- Planning for Family Dynamics