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.

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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

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:
August 10
Lunch & Learn: Jim Perry – Avoid Scams & Predators
12:00 pm | City Range Steakhouse Grill – Greenville

"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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 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

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