Business Owner Services

2. Financial Planning Our path to financial success begins with understanding your unique needs and goals. It is very important our advisors take the time to get to know you on a personal level, so they’re able to help shape your financial future. Once engaged, we begin to structure your financial plan and provide you with ongoing progress updates to ensure you're on track. This communication is open, ongoing and available at your convenience.   www.kingsburyfa.com

3. Financial Planning • Our specific services can include: • 401(k) Strategies • Retirement Planning • Education Planning • Tax and Insurance Strategies • Employer Benefits Optimization • Estate Planning www.kingsburyfa.com

4. Wealth Management We offer a wide-range of specialized wealth management services to help you grow and manage your assets. Our team of advisors has experience in dealing with complex and highly-specialized investment strategies to better sustain and protect your investments. www.kingsburyfa.com

5. Wealth Management • Our wealth management services can include: • Investment Advisory Services • Tax Sensitive Investment Management • Investment Income Strategies • Alternate Income Strategies • Specialized Separately Managed Account Access www.kingsburyfa.com

6. Advanced Tax Strategies We know taxes can be confusing. Here at Kingsbury Financial, we recognize that many of our new clients could greatly benefit from a personalized tax strategy that correlates with your entire financial plan as well as your individual financial goals. We take a slightly different approach to taxes than other financial planners. Here we take a look at every last aspect of your personal goals and your unique situation in order to ensure the best tax plan possible. The experience and expertise we have here allows us to create the most optimal strategy you can use while considering possible tax implications that could hinder your financial goals. www.kingsburyfa.com

7. Advanced Tax Strategies Retirement Planning Around Taxes Retirement should be full of excitement and set you free from any stress. Here at Kingsbury Financial we are determined to make sure that this is the case when the day finally comes and all your hard work has paid off. We are experts in this area and we are able to set you up for the best tax situation available. We take your entire financial goals and individual situation in order to set you up with a diversified retirement portfolio allocated in the most efficient accounts for you. All the while being aware of other retirement taxes down the road including social security. www.kingsburyfa.com

8. Advanced Tax Strategies Investment Tax Strategies As your trusted fiduciary we are obligated by the law to make suitable investment recommendations that are in your individual best interests. As we all know, there is no escaping taxes. They are something that everyone has to deal with but they are also something that can be worked around in order to maximize your investment profits. Here at Kingsbury Financial we are able to formulate strategies for individuals that take into account your financial goals, long and short term. With our experience we are able to put together unique strategies that will optimize investments and their tax implications.  www.kingsburyfa.com

9. Business Owner Services Whether you're a doctor or lawyer with your own practice, an entrepreneur with a growing business or CEO and founder of a large company, running a business presents very specific financial needs and requirements. Because we start all of our conversations by incorporating your professional circumstances into your financial plan, we know how to tackle these issues from the start. Our advisors have the tools you'll need to help keep your business and personal finances thriving. www.kingsburyfa.com

10. Business Owner Services • Depending upon your situation, these tools can include: • Business Continuity Planning • Owner and Executive Compensation Plans • Qualified Retirement Plans • Key Employee Retention Plans • Business Succession Planning www.kingsburyfa.com

11. How The Kfa Solution Works The KFA Solution was created with one thing in mind. YOU. The unique approach incorporates personal goals, financial goals and equally important, career goals. In a complex world of finance, having a process to ensure efficiency is critical to building wealth. www.kingsburyfa.com

12. Kingsbury Financial Advisors Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida. Alongside our strategic partnership with the leading comprehensive financial planning firm in Florida (Florida Financial Advisors), we have all of the necessary resources to support our clients in conquering their financial goals. www.kingsburyfa.com

13. Kingsbury Financial Advisors Kingsbury Financial Advisors was founded by Sefton Kingsbury Barnes II. Sefton has worked with over 300 households building personalized financial plans with a focus on helping his clients realize their dreams.  www.kingsburyfa.com

14. Kingsbury Financial Advisors Kingsbury Financial Advisors is a Non Affiliated company to Florida Financial Advisors, Trinity Wealth Securities LLC, and Florida Financial Insurance.  Securities are offered through Trinity Wealth Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Florida Financial Advisors. Insurance offered through Florida Financial Insurance. Florida Financial Advisors is Headquartered at 401 S. 12th Street, Unit 2 Tampa, FL 33602  Trinity Wealth Securities, LLC and Florida Financial Advisors are affiliated companies www.kingsburyfa.com

15. Contact Us • 3104 N Armenia Ave, Unit 2 Tampa FL 33607 • (813) 725-4202 • ContactUs@kingsburyfa.com www.kingsburyfa.com

16. THANK YOU