A qualified plan or IRA may be a great tax break for you – now, while you’re alive. But after you are gone, so is the break. Excise tax, Estate Tax, Income Taxes can deplete over 60% of your tax‐deferred savings, leaving little to provide for those you love. We can help you & your advisors design strategies to preserve more for your family – and less for the IRS!
We offer comprehensive solutions for successful individuals and businesses in the Jacksonville and North Florida markets.
Jacksonville is the largest city in the state of Florida and the county seat of Duval County. About 25 miles south ...Read more
Kim Stanley Insurance of Jacksonville Beach Florida welcomes you! We offer FREE individual consultation.... for you, for your family, and for your business. Kim ...Read more
With Access to over 4,000 mutual funds, we'll help sort everything out. At Kim Stanley Insurance & Financial Services, Inc., while we ...Read more
Complete and In‐depth Solutions for Your Business! Our Services No matter what your objective, Kim Stanley Insurance & Financial Services, Inc. helps you ...Read more
First Quarter Benefit Reference Document The benefit reference document is a single source document detailing key information about each of the benefit coverages ...Read more