Growing wealth through astute investing, by itself, may not provide the full financial solution that clients seek. Protecting wealth, assets and income is also an important objective for many clients. At Kingsbury Capital, we are serious about risk management and understand that insurance and annuities may play an important role in the wealth management process.
Insurance is often used to protect a person or family from financial loss and when used properly can be among the most critical elements of a comprehensive financial plan. Annuities can also bring peace of mind to the lives of those seeking income either on an immediate basis or at some point in the future.
We have gone to great lengths to partner with among the best carriers and products in the industry to solve complex and ordinary challenges that our clients face when managing their risk and exposures and planning their estate.