Legacy Planning

Leave a stronger legacy and enable your wealth to have a direct and lasting impact.

Preserve What You've Built

You work hard to grow your wealth. Wherever you may be in your financial journey, life tends to be less than anticipated, veering a bit from the overall plan. This is where effective planning becomes a key part of your Total Wealth Journey.

If you own real estate, own a business, have other opportunities or challenges, have insurance policies, then you need to have an complete plan in place, and it should be reviewed often.

The fact is everyone needs thoughtful planning. Business owners need to have a succession plan in place to ensure their business will last beyond their lifetime. Complex issues such as combined families or special needs should be part of a complete plan.

Kimsa provides thoughtful planning specifically tailored for business owners and high-net-worth individuals. Our holistic total management approach is what makes the difference. Our team and vetted partners take care of everything to ensure we protect, preserve, and foster your financial health.

Be ready for what comes next.

Holistic and Seamless Legacy Planning

Whether you already have a trusted estate planning attorney and tax advisor or you're looking for one, Kimsa has you covered. We have a group of highly vetted partners that our financial advisors work with closely to ensure your estate planning process is seamless and your loved ones, your business, and everything you have worked for is well protected.

Maximize Your Value

Put focus on the areas in your business to help you run strong.

Successful business owners have complex and dynamic needs. They're faced with numerous challenges and opportunities at every stage of business growth.

To help business owners navigate these waters and maximize value, we provide an enhanced engagement to maximize planning opportunities and address operational issues associated with owning a successful enterprise. 

We walk alongside the owners in all stages of their life, bringing resources, partnerships, and advice to impact and empower their pursuits.

Find Your Purpose

We do this by leveraging expertise in wealth management, business organization, leadership development, and strategic partnerships to help businesses drive massive impact.

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