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Kindred is a former management and human resource consultant whose work as a Personnel Manager for one of the largest public utilities in the nation provided intimate, up-close and personal experience in retirement planning during the first downsizing in the company's ninety-year history. He has extensive experience in tax-exempt business and education environments, and served as a Loaned Executive for several community development organizations. His experience with tax-exempt environments motivated him to learn more about tax strategies for small businesses and individuals. As a former educator and business executive with extensive experience in tax-free environments, he has built his financial practice around tax-advantaged asset recovery, development and recapturing strategies. Jim specializes in legally and ethically reducing excessive tax burdens through the calculated coordination, integration and implementation of well established creative, macro-economic strategies made possible by owning and operating your own "bank". Kindred has learned that the financial tools so prevalent in today's popular media are less important that knowing how to use those tools. Kindred advocates self-directed financial services that put clients in control of their own personal economic engines. By learning how to manage Cash Flow as Bankers do, the creation, protection and growth of our personal, family and business wealth becomes automatic. Specifically Kindred believes that we will either control the flow of our money by owning and operating our own banking systems or... we will be the customer and therefore dependant on someone else's bank. If we get the banking equation right, everything else follows. If we are unaware of the role of banking in our lives, or mis-handle the banking components especially in our businesses and our investments, the headwinds created by that decision become almost insurmountable. Because of the prevalence of the popular media continually bombarded us with messages from financial institutions promoting the benefits of their products, we have lost site of what are assets and what are liabilities and most people lack a basic understanding of our most valuable financial strength-the wealth that flows through us. By understanding the banking process, it is possible to create the kind of wealth that financial and banking institutions create through virtual risk free management and control of our personal and business cash flows. Through the creative application of the Personal Banking Process it is possible to be virtually assured that your financial wants and needs can be achieved. We look forward to working with those who are serious in unlocking the financial potential you already have but may not have yet discovered, and we welcome your inquiry into the fascinating world of Personal Banking and Cash Flow Planning. 435.986.9400 888.727.7336 Contact Jim |