OUR PLEDGE

KINETIC CAPITAL takes an educational and transparent approach to small business growth and development. We work closely with our clients and their employees to develop a customized strategic plan tailored to specific business needs.  We invest in our clients' long-term success by matching financial education with the tools and strategies that help families overcome real-life financial challenges. We believe all people deserve the knowledge and ability to save, protect, and grow money in order to create the life they want.

Many of the industry's top financial services and insurance companies trust KINETIC CAPITAL to bring their products to small business owners and their employees throughout North America. We offer small business owners and their employees, products and services from 221 of most respected companies in the  industry. 

POLICY / PRODUCT OVERVIEW

INDIVIDUAL FINANCIAL SERVICES

Few people have a clear understanding of their financial situation and the amount of money they need to invest to reach their goals. Kinetic works hard to change that - starting with you:

  • Financial Needs Analysis

  • Financial Goal Setting

  • Recommendations &  implementation

  • Investments and asset allocation strategies

COLLEGE FUNDING

PLANS

Whether preparing to send your first child to college or preparing for your own continuing education - you should begin preparing now:

  • State income tax credits/deductions offered for contributions

  • Tax deferred or tax free qualified earnings withdrawals

  • Tax advantages, fees, restrictions and investment options can vary a great deal from plan to plan

RETIREMENT PLANNING & ESTATE PRESERVATION

A key to any financial strategy is preparing for retirement. Our options help you prepare Our products help avoid a disposition of your assets:

  • Fixed & Equity Indexed Annuities

  • IRA's 

  • Mutual Funds

  • Immediate & Variable Annuities

  • Charitable Remainder Trusts

  • Wealth Replacement Trusts

  • Irrevocable Life Insurance Trusts 

EXECUTIVE COMPENSATION PROGRAMS

These products and strategies help you attract and retain quality keep personnel and employees. Life insurance can be a good way to fund executive compensation programs. 

  • Deferred Compensation

  • Executive Bonuses

  • Split Dollar Policies

  • Key Person Insurance 

BUSINESS CONTINUATION

PROGRAMS

You've worked hard to build your business, so you want to make sure it's protected. Some favorable options include:

  • Buy-Sell Arrangements

  • Employee Stock Plans

  • Key Person Insurance

  • 412(e)(3)

INVESTMENT ADVISORY SERVICES

Investment Adviser Representatives with Transamerica Financial Advisers offer professional money management services through third party managers. Diversify your portfolio with:

  • Mutual & Exchange Traded Funds

  • Stocks & Bonds through managed accounts 

  • Security products are sold by prospectus

PROTECT

YOUR FAMILY,

YOUR BUSINESS,

YOUR EVERYTHING

1641 THAMES ST. BALTIMORE, MD 21231 (410)800-4849 INFO@KINETICCAPITALLLC.COM

(C) 2020 Kinetic Capital LLC