Our Services
At Toolson Capital, we take a holistic approach to financial planning because every person’s financial picture is unique. Just like a puzzle, each piece — from taxes and investments to income and estate planning — needs to fit perfectly into place. Our team combines experience with strong relationships across a network of specialized advisors, allowing us to deliver truly holistic guidance that brings every aspect of your plan together. Whether you’re looking for help in one area or need a complete plan for your financial future, we’ll make sure you’re covered from start to finish
Retirement Income Planning
We help turn your savings into a reliable, sustainable paycheck for life. From Social Security timing to tax-efficient withdrawals, we make sure your money works for you in retirement.
Tax-Efficient Investing
We structure your portfolio to minimize taxes and maximize growth, including exploring opportunities like Roth conversions to enhance your long-term plan.
Portfolio Risk Management
We help you balance risk and growth, ensuring your investments align with your goals and comfort level while keeping your plan resilient over time.
Wealth Growth Strategies
We create strategies to grow your wealth through diversified, tax-smart investing and long-term planning, helping your money work harder for your future goals.
Legacy & Estate Planning
We help protect your wealth and preserve your legacy, coordinating strategies to minimize taxes and ensure your intentions are carried out for your loved ones.
Comprehensive Financial Planning
We take a holistic approach, integrating your goals, income, investments, taxes, insurance, and estate plans into one cohesive strategy for a secure financial future.
Ask us about setting up an estate plan with a will or trust + annual tax planning — all on us*.
*Included for qualifying clients. Contact us for details.
Toolson Capital Management and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Toolson Capital Management. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.