David H. Kinder, RFC®, ChFC®, CLU® 
"The Tax-Exempt Wealth Guy!"
David Kinder Insurance and Financial Wealth Solutions

Welcome Friends,

​

I offer various consulting and analysis services on a fee-for-service basis.

These planning and analysis services include:

• Tax-Exempt Retirement Planning Analysis

• Business Loan Cancellation

• Business Valuation

• Succession Transfer

• Incentive Retention

• Continuity Plans

• CEO Retirement

• Estate Planning

​

Retainer agreements for annual plan maintenance: Ongoing maintenance and updates of this planning should also be done on an annual basis.  This will be under a retainer agreement at a discounted rate from the original engagement agreement and analysis services initially performed.

​

Please note that these services are a separate service from any insurance or other commissions received and do not offset each other.  At the conclusion of these services, the client is free to engage the recommendations with any qualified licensed person the client chooses.  These analysis services DO NOT include any investment analysis or asset allocation.  A discussion of these issues can take place later if needed and with either a Registered Rep or Registered Investment Advisor / Investment Advisor Representative associated with a licensed and registered financial service organization.

​

I look forward to sharing with you the work I do and discovering if my consulting and analysis services are a fit to work together.

David Kinder
David H. Kinder, RFC®, ChFC®, CLU®

"The Tax-Exempt Wealth Guy!" ​
David Kinder Insurance and Financial Wealth Solutions
& David Kinder Financial Consulting and Analysis Services