Brad Kingsley (CFP®)
Brad Kingsley focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
Planning Specialties
Comprehensive Fee-Only Financial Planning
Tax Planning
Retirement Income Planning
Investment Management
College Education Planning
Additional Information
TAX-SMART FINANCIAL PLANNING & INVESTMENT MANAGEMENT Fee-only Comprehensive Financial Planning, Tax Planning, and Investment Management from a CERTIFIED FINANCIAL PLANNER (CFP®). We charge a flat fee for comprehensive planning, including investment management, at no additional cost. Your fee will be the same whether you have $500k or $5m of investments. Schedule a no-obligation chat to learn more about our services and to decide if it makes sense for us to work together.NAPFA Start Date
April 18, 2018
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.