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At Kinnect Financial, we specialize in comprehensive financial solutions tailored to business owners and entrepreneurs. Whether you’re focused on growth, succession planning, or employee benefits, our strategic approach helps you protect, optimize, and maximize your business’s financial potential.

Our Business Services Include:

  • Business Succession & Exit Planning – Ensure a seamless transition of ownership while maximizing value and minimizing tax impact.
  • Continuation Panning – Customized strategies to ensure leadership continuity and business stability during changes in management or ownership
  • Key Person & Buy-Sell Strategies – Protect your business from the unexpected with customized agreements and insurance solutions. We take protective measures for a business in the event of the loss of a key individual critical to operations.
  • Executive Compensation & Retention Plans – Attract and retain top talent with performance-driven incentive structures.
  • Worksite Financial Wellness Programs – Empower employees with financial education, retirement planning, and voluntary benefits.
  • Tax-Efficient Wealth Strategies – Optimize business income, minimize tax liabilities, and build long-term wealth.
  • Retirement Plans & Benefits Consulting – Design and implement 401(k), SEP, and SIMPLE IRA plans to support your business and employees.
  • Business Overhead Expense Planning: Strategies to manage the day-to-day costs of running a business, ensuring financial stability.
  • Deferred Compensation and Sec. 162 Executive Bonus: Attractive compensation strategies for executives that comply with regulations and benefit both the individual and the organization.

At Kinnect Financial, we integrate business and personal financial strategies to ensure your wealth works for you—now and in the future. Let’s build a plan that supports your business, your employees, and your legacy