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.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (651) 287-5476 (Eric) or (952) 277-4258 (Justin). We look forward to hearing from you.
Newsletters
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.