Self Employed

Does your journey include:

A financial picture getting too complicated?

Kubhera can

develop a purpose-based road map.

High income taxes?
Kubhera can

collaborate with your CPA to apply solutions to minimize income taxes, future tax concerns, and estate taxes.

College expenses in the near future?

Kubhera can

implement strategies to fund college more tax efficiently.

Employee retention concerns?
Kubhera can

put together a suite of low cost, high value benefits for your employees.

Retirement plan management?
Kubhera can

administer your retirement plan or your defined benefit/pension plan.

Worry about your business exit strategy?

Kubhera can

ease your worry by helping you focus on what is important, when it is important.

High potential taxes from a business sale?

Kubhera can

develop tax-advantaged strategies to defer or reduce your tax burden..

Concern about estate taxes and liquidity?

Kubhera can

determine solutions to create liquidity within your estate using risk-management tools appropriately..

Asset protection concerns?

Kubhera can

develop and implement strategies to protect assets, liquidity, and future income.

Making sure you're being as financially "smart" as possible?

Kubhera can

serve as your fiduciary, educating and empowering you to make informed decisions.

How Kubhera is here for you:

  • We serve as your fiduciary, looking out for your financial best interest at all times.
  • We help you build a road map.
  • We help you proactively build your long term wealth and risk management programs. 
  • We play the role of your financial coach (free of any conflicts of interest) on an ongoing basis. 
  • You have our expertise available on Retainer, whenever you need it for any financial decisions.

Flexible Engagement Options:

All-Inclusive for clients with a minimum amount of assets under management
Retainer Only Planning for a negotiated annual fee