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Discover the path to Financial Independence

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Mark Kinney helps Twin Cities retirees maintain and enhance their active lifestyles.

Mark Kinney helps Twin Cities retirees maintain and enhance their active lifestyles.

Imagine a retirement that gives you greater financial independence. Imagine planning for it with a guide – a financial services professional who knows how to help you start your retirement on the right financial footing, and stay wisely invested.

Mark Kinney believes the second half of your life can be just as rewarding and fulfilling as the first. He's been guiding Twin Cities residents down the path of financial independence and active retirement lifestyles since 1986. He can help you today.

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Your Road-Map To Endless Horizons

Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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