Our Services
Client Tailored
Services
We will tailor a program for each client. This will include an interview session to get to know your specific needs and requirements as well as a plan that will be implemented by us on your behalf. We may use “model portfolios” together with a specific set of recommendations for you based on your personal restrictions, needs, and targets. In addition to risk tolerance, we will use other quantitative factors such as investment goals, time horizon, lifestyle needs, retirement plans, and legacy concerns. We will also look at your entire portfolio (even the portions not managed by us) to align your risk tolerance in aggregate.
What
Investment Services
Do We Provide?
At Kinetic Investment Management, we understand that your portfolio is more than just a number. It represents time and energy invested to secure a financial future for loved ones and family, often including hours sacrificed away from those very people to achieve it. That’s why we take responsibility to our clients personally. We will do everything in our power to make sure that you feel like you have a “financial concierge” at your fingertips. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to the Kinetic experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention.
Explore What We Offer
Investment Planning
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Align investments with goals and risk tolerance.
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Diversify to balance growth and risk.
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Monitor and adjust for market changes.
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Optimize for tax efficiency.
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Build and preserve long-term wealth.
Tax Planning
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Reduce current and future tax burdens.
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Maximize deductions and credits.
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Use tax-efficient accounts and strategies.
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Stay ahead of changing tax laws.
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Keep more of what you earn.
Insurance Planning
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Protect income and assets from risks.
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Review life, health, and disability coverage.
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Plan for long-term care needs.
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Eliminate coverage gaps or overlaps.
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Provide security for loved ones.
Estate Planning
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Direct assets according to your and your loved ones wishes.
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Create wills, trusts, and directives.
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Minimize estate taxes.
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Plan for business or charitable legacies.
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Protect heirs and avoid disputes.
Retirement Planning
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Define lifestyle and income needs.
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Build a savings and investment plan.
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Account for inflation & healthcare costs.
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Coordinate Social Security and pensions.
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Secure a confident retirement.
Portfolio Management Services
We provide personalized portfolio management designed around your unique goals, objectives, time horizon, and risk tolerance. Through a tailored investment strategy, we evaluate your current holdings and build a portfolio aligned with your needs. Every decision is made with your best interests first, made with strict adherence to our fiduciary duty, always placing your financial well-being above any economic or business interests of our own.
Financial Planning Services
Our financial planning services are designed to help you make confident decisions about your future. We take a personalized approach, aligning your goals, resources, and priorities, to create a clear roadmap for building and protecting your wealth. From retirement and tax strategies to risk management and estate planning, we provide guidance tailored to your unique situation, so you can focus on what matters most.
Portfolio Management & Financial Planning
OUR SERVICES
If you decide to engage with us, we will provide you with an Investment Advisory Contract that details the scope of services and fees. Kinetic Investment Management will tailor an investment plan for each individual client. Quantitative factors such as investment goals, time horizon, lifestyle needs, retirement plans, and legacy concerns along with qualitative factors such as risk tolerance and personal preferences will be incorporated into the customized plan.
Investment Planning
Our investment planning services help you grow and protect your wealth with confidence. We create personalized strategies tailored to your goals, risk tolerance, and time horizon, ensuring your portfolio is aligned with your financial objectives. With disciplined, research-driven guidance, we help you navigate markets and make informed decisions for long-term success. Investment planning includes but is not limited to risk management, portfolio performance, asset allocation, and diversification.
Tax Planning
Our tax planning services are designed to help you keep more of what you earn. We develop strategies tailored to your financial situation, optimizing deductions, credits, and timing to minimize your tax liability. By integrating tax planning with your overall financial goals, we help you make smarter decisions and achieve greater long-term financial success. Tax planning includes but is not limited to tax forecasting, tax efficiency, and tax-advantaged strategies.
Insurance Planning
Our insurance planning services help protect what matters most. We assess your unique needs and recommend tailored solutions to safeguard your family, income, and assets. By integrating insurance into your overall financial plan, we provide peace of mind today while helping you secure a stable future. Insurance planning includes but is not limited to life insurance, long-term care insurance, health insurance, car insurance, and homeowner’s insurance.
Estate Planning
Our estate planning services help ensure your legacy is preserved and your wishes are honored. We work with you to create a personalized plan that protects your assets, provides for your loved ones, and minimizes taxes and complications. With thoughtful guidance, we help you achieve peace of mind for today and security for the future.
Retirement Planning
Our retirement planning services help you build a secure and confident future. We create personalized strategies that align with your goals, lifestyle, and timeline, ensuring your savings and investments are optimized for long-term growth. With proactive guidance, we help you navigate retirement decisions so you can enjoy peace of mind today and financial freedom tomorrow. Typically, retirement planning includes other aspects of financial planning including but is not limited to investment planning, tax planning, insurance planning and estate planning.