Kuitu Financial Services, Inc., was founded in 1969 by James H. Kuitu and since has grown to include sons, Eric J. Kuitu and Justin R. Kuitu. We can help you with investment strategies, business succession planning, retirement income strategies, personal financial planning and much more.
Kuitu Financial Services, Inc. is a family owned financial services firm that is committed to making our clients' lives easier by managing and protecting their most important assets.Our approach is tailored to your specific needs and designed to preserve your wealth while delivering superior client communication.
Kuitu Financial Services, Inc. is a family owned financial services firm that is committed to making our clients' lives easier by managing and protecting their most important assets.Our approach is tailored to your specific needs and designed to preserve your wealth while delivering superior client communication.
Services
Kuitu Financial Services, Inc., was founded in 1969 by James H. Kuitu and since has grown to include sons, Eric J. Kuitu and Justin R. Kuitu. Our distinctive team approach has allowed us to earn a reputation for providing advice and value-added ideas desigend to help save our clients time and money.
We offer both transaction-based accounts and fee-based programs. Our fee-based platform is constructed specifically to meet each client's financial objectives. We feel the fee-based platform provides our clients with professional, active management, while taking advantage of the opportunities the markets are providing at the time.
Our team helps you clearly break down cost effective choices for your individual situation. As we age, selecting the right combination of insurance is a challenging task for all of us. The long term decisions we make for Life Insurance, Healthcare supplements and Long Term Care options can be very important in protecting our personal and business assets.
We provide custom, written financial planning to help meet the needs of our clients. Planning topics include, but are not limited to, budget planning, retirement planning, insurance planning, investment planning, educational planning, estate planning, and tax planning. Financial planning can be comprehensive or modular in nature dependent on the needs of the client.
There are several different ways our representatives are compensated for the work we do for clients. We feel it is important to disclose the various costs you may incur and allow you some choice as to which compensation structure makes the most sense for your situation. We make investment recommendations under a a fee-based advisory program without charging a commission.
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