Empowering You to Achieve Financial Freedom
Our Mission
Our mission is to empower individuals to achieve financial success through personalized financial plans and ongoing guidance. We believe in building long-term relationships with our clients, understanding their individual goals and aspirations, and tailoring solutions that align with their unique circumstances.
Who We Are
Kincer Business Group is a team of experienced professionals led by Stephen Kincer, a Certified Financial Planner and Certified Public Accountant. We have a diverse team with expertise in financial planning, investment management, estate planning, and tax planning. We are committed to providing our clients with personalized attention, clear communication, and proactive guidance throughout the financial planning process.
Financial Planning
- Developing comprehensive financial plans that align with your goals and risk tolerance
- Retirement planning and analysis
- Estate planning and wealth preservation strategies
- Investment planning and management
- Tax planning and optimization
Investment Management
- Developing customized portfolios designed to meet your individual goals and risk tolerance
- Monitoring and reviewing your investments on an ongoing basis
- Providing regular reports to keep you updated on your portfolio performance
Specialized Expertise
- Retirement planning: We help individuals plan for a secure retirement by maximizing retirement accounts, investing for growth, and minimizing taxes.
- Tax planning: We provide tax optimization strategies to minimize your tax burden and maximize your wealth.
- Estate planning: We assist in creating a comprehensive estate plan that ensures your assets are protected and distributed according to your wishes.
Our Guiding Principles
- Client-centered approach: We prioritize your needs and goals in every interaction.
- Transparency and accountability: We provide clear communication and regular updates to maintain trust and accountability.
- Long-term perspective: We take a long-term view of your financial goals to ensure sustainability and success.
- Education and empowerment: We believe in empowering clients with financial knowledge and resources to make informed decisions.
Overview
The reviews here discuss the experience of customers with a professional, Steve Kincer. The clients express their satisfaction with the service they received from Steve Kincer.
Communication
Both reviewers praise Steve Kincer for his excellent communication skills. Joyce B. appreciated Steve's patience and willingness to explain complex processes, even over the phone. Josh notes that Steve takes the time to ensure that his clients understand the complexity of the issues at hand.
Trust and Credibility
Steve Kincer's integrity and reliability are highlighted by both reviewers. Josh describes Steve as "trustworthy, honest, and understanding, " noting that he has helped not only himself and his family but also friends and acquaintances. Joyce B. mentions that Steve is a knowledgeable professional who has prepared her taxes and is preparing her for investing.
Expertise
The reviewers consistently praise Steve Kincer for his exceptional expertise in his field. Josh describes him as "the best and most knowledgeable man" in his profession. Joyce B. notes that Steve has helped her navigate complex financial matters and has guided her in preparing her taxes and investing.
