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 (ETFs)
Master Limited Partnerships (MLPs)
Annuities - Fixed, Fixed Indexed, Variable
Alternative Investments
IRAs, 401k Rollovers

Financial Planning
Retirement Planning
Estate Planning
College Planning
Wealth Transfer Planning

Insurance Planning
Life Insurance
Long Term Care Insurance
Medicare Supplemental Insurance