Your Retirement on Your Terms

Discover what it means to feel financially confident in your retirement. We can help.

Let's Get Started

Get Started in 3 Easy Steps:

  • 1

    DISCOVER

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE

    Using the Kincaid Retirement & Wealth Management process, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    PLAN

    Receive a custom strategy to help you reach your unique retirement goals.

let’s get started!

Need more info?

Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more.

Next Event:

Check back later for upcoming events.

See All Upcoming events

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our RiskAlyze tool!

Kincaid Retirement & Wealth Management, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Kincaid Retirement & Wealth Management nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.

tax-1

INSTANT DOWNLOAD

Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

GET YOUR INSTANT DOWNLOAD

Download your instant download!

Enter your information below to instantly download the guide.

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

DOWNLOAD NOW

 DISCOVER

Let’s Get Started

Fill out the form below to schedule your one-on-one meeting with Kincaid Retirement & Wealth Management. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.