Kinard Wealth Management is here to listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
Nathan Kinard, CFP®
Mac Barnes, CFP®
Raymond Bertasi, CFP®
10800 Financial Centre Pkwy., Ste. 550
nathankinard.com / macbarnes.nm.com
This team brings insight from more than 50 years of collective financial planning experience with local expertise, combined with 160 years of the strength and capabilities of Northwestern Mutual’s world-class insurance and investment solutions.
With strategies catered to business owners, dentists, physicians and those entering or in retirement, Kinard Wealth Management works to audit all relevant aspects of your current situation. From there, they co-author with you a written plan, providing a blueprint to execute important financial decisions across multiple aspects of your life.
Customized planning includes risk management, tax efficiencies, business and benefit planning, investment strategies and retirement and distribution planning.