Brad Kingsley, CFP® Maximize Your Money | Cast Financial

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About Brad Kingsley, CFP®

Hi! I’m Brad Kingsley, a fee-only financial planner based in Charleston, South Carolina – serving clients worldwide through technology solutions.

I help professionals and business owners clarify their finances then develop and execute a plan to achieve their personal life goals – through fee-only comprehensive financial planning.

FINANCIAL PLANNING:
An ideal financial plan is built around your specific values, goals, and dreams.

Within our relational process, we’ll clarify your current financial state, explore your ideal vision of the future, and evaluate options to achieve as much as possible – considering prioritization of various scenarios.

Financial planning solutions include advice on cash flow and budgeting, debt management, investments, retirement planning, employee benefits, insurance, real estate, and topics specific to current and future small business owners.

INVESTMENT MANAGEMENT:
As a fee-only financial advisor, I do not receive commissions or other compensation from the sale of specific investments or insurance products. This is a conflict-of-interest I decided to purposely avoid. I represent you and your best interests, and only get paid based on a clear agreed-upon fee schedule.

Investing is just one part of a healthy financial plan – but an important part.

In our relationship, we will clarify your risk tolerance to understand the best way to balance your portfolio and minimize your investing anxiety. We also clarify personal details and goals, and merge this with risk profiles, to optimize your portfolio in the best way toward your goals – for you personally.

BUSINESS ADVISEMENT:
With business advisement, I help small business owners maximize the value of their businesses. This includes business operations, finance, and profits, but also positioning intrinsic value for a future exit/sale.

Personally I have started, grown, managed, and successfully sold my own business. I’ve dealt with startup tasks, human resources, technology, management, finance and everything else you are dealing with. If you want someone to come alongside you who has already successfully navigated these areas, let’s talk about business advisement services.

 

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Goal-setting, in both business and personal life, is extremely important. As Zig Ziglar said, "If you aim at nothing, you will hit it every time." Just having goals in mind isn't the key to achieving your goals though. Various studies, one referenced below, have shown us the one thing you need to do to increase [...]

The post The Most Critical Factor in Achieving Your Goals May Surprise You appeared first on Business Value & Growth Advisor | Fee-only Financial Planning | Business Coach.

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Last year's taxes are officially filed. You're more than halfway through the current year. How are you doing with your finances? If you are like most people, you really aren't sure. Now is a great time to do a mid-year financial review. You're far enough into the year to see how your financial activities are [...]

The post 3 Big Reasons Why You Need to Do a Mid-Year Financial Review appeared first on Business Value & Growth Advisor | Fee-only Financial Planning | Business Coach.

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The Key to Scaling Up a Service Business

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To grow a valuable business – one you can sell – you need to set up your company so that it is no longer reliant on you. This can be easier said than done, especially when, such as a PR consultant or plumber, what you are selling is your expertise. Scaling Knowledge To scale up [...]

The post The Key to Scaling Up a Service Business appeared first on Business Value & Growth Advisor | Fee-only Financial Planning | Business Coach.

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Ideal Clients

  • Business Owners
  • Business Planning
  • Entrepreneurs
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • AUM: 0.85%

SEC Records

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