Your Retirement on Your Terms

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

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.

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.

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!

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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

"Smart Women, Smart RetirementTM"

 - The Retirement Seminar

Join the millions of informed women who overcome financial challenges.

Based on principles outlined in "Smart Women Finish Rich" by popular nine-time New York Times best-selling author David Bach!

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book

 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.
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