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Retirement Planning for a financially Independent tomorrow.

Life is a series of transitions...taking off your training wheels, getting your driver's license, moving out on your own, marriage, changing jobs...and finally... hopefully... settling into retirement - sitting back and watching your kids and grandkids experience their own milestones.

As a financial services professional specializing in retirement planning, Mark Kinney can help you prepare for the expected and unexpected changes life can bring. With his help, you'll be able to enjoy each and every day knowing that a plan is in place to help grow and protect your savings, and build lifetime financial security.

Experienced and knowledgeable

Mark brings over two decades of investment and financial insight to your retirement planning needs. His knowledge and experience can help you plan to lessen taxes, protect and grow your nest egg, and establish guaranteed income to last throughout your retirement years.

Planning Your Priorities

There are six core aspects to Mark's planning. Often, these aspects are integrated to assist you in pursuing your goals.

  • Retirement Planning/Income Planning - Helping you plan to make your money last in this era of longer retirements, and seeing that you know how to withdraw your money so that you don't outlive your savings.
  • Tax Management - Helping you to reduce your current and future tax burden.
  • Estate Planning - Helping you to preserve your estate for your intended heirs and reduce your exposure to estate taxes and probate costs.
  • Insurance - Helping you to protect your assets through life, long term care and disability insurance.
  • Education Funding - Helping you to save for your children's and/or grandchildren's education.
  • Investments - Helping you to diversify your money using various investment vehicles, such as annuities, mutual funds, and managed accounts.

Making Transitions Easy

Life teaches us that change is inevitable. With Mark's guidance, it doesn't need to be stressful. Whether you are retiring, forging a new business, or starting another job or career path, Mark can help you reposition your portfolio to adapt to your changing circumstances - and to meet and exceed your income needs and goals.

Why not ask Mark about his services today? It might be a great decision that can help you get more out of retirement.