At Kinnect Advisors, we offer a wide range of services to help meet the needs of your total financial picture. As an independent firm, we are committed to offering objective advice and building comprehensive solutions that put your best interests first.

Kinnect Advisors's fee-based financial planning services are designed to help you pursue your financial goals in an organized way that brings clarity and inspires confident action. Our team of experienced financial planners collaborates together to help you to create a customized plan for your total financial picture, which can include:

• Protection Planning

• Current Financial Position
• Estate Planning
• Tax Planning
• Retirement Planning
• Investment Planning

A significant but often neglected step toward overall financial organization and wellness is to develop and maintain an effective, comprehensive estate plan. We understand that documents like wills, trusts, powers of attorney and advanced medical directives could never replace memories. What we can do is help design a legacy that reflects your dreams and your values while protecting you and your loved ones according to your wishes. Kinnect Wealth’s experienced financial planners will walk you through the necessary steps and processes, which can include:

• Estate Analysis

• Tax Reduction Strategies
• Gifting Strategies
• Charitable Giving
• Planning for Children with Special Needs
• Survivor Planning & Services

_{For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.}

At Kinnect Advisors, our insurance specialists provide tailored protection strategies for individuals and families. We help you navigate all these different products and come up with the right combination of tools for you and your family. We specialize in risk management and protection strategies to help mitigate risk, protect your assets and figure out the best solutions for your specific needs and objectives. 

• Auto Insurance
• Homeowners' Insurance
• Umbrella Insurance
• Health Insurance
• Disability Insurance
• Long-term Care Insurance
• Life Insurance

We believe organization makes action possible. Taking a collaborative approach to your total financial picture, we provide education and insights to help organize your finances in order to preserve and manage your wealth. As fiduciaries, our first priority is you — your goals and your progress toward financial independence and wellness. 

• Full-Service Brokerage
• Investment Advisory
• Mutual Funds and ETFs
• Alternative Investments
• Unit Investment Trusts
• Variable Life Insurance
• Fixed, Indexed, and Variable Annuities

In addition to the comprehensive business financial services we provide, we also focus on helping business owners and executives maximize their personal financial position at every stage of their business and career. From executive compensation plans, to ownership plans (ESOP), transition planning and more, we’re here to help you make the most of your unique opportunities while mitigating your risks.

We believe that organization makes action possible. This belief fuels our efforts to invest in the holistic financial wellness of our clients through providing ongoing financial education. Our educational efforts include financial education seminars, guidance for asset allocation, estate considerations, retirement strategies, charitable giving and special needs solutions.

At Kinnect Advisors, our focus is not on selling insurance products. As independent advisors, we have the freedom to select the most appropriate and only the necessary products for our clients. We can review your existing coverage and recommend appropriate plans that are adequate and ideal for your specific coverage needs.

• Home/Auto/Boat Insurance
• Workers Comp
• Professional Liability
• E&O Coverage
• Group/Auto