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Who We Are?

One of the major benefits to you is our "Fiduciary Status". Unlike our friends at traditional Wall Street firms - that are exempt from the Fiduciary Standard - Toole, Kinney & Company, Inc. - as a Fiduciary - is legally required to act in your best interests at all times. Brokers on the other hand, are simply required to offer what their Broker Dealer firm deems suitable for you - and them. Are you working with a broker or a fiduciary? To schedule an initial conversation, kindly contact our founder Mark Kinney, CFP® at mark@toolekinney.com or call us toll-free at 1.800.958.6653

Blogs & Articles

pension payment

Imagine if you were negligent in your banking executive job, which resulted in your bank being fined $185 million, and when you decide to retire, the company hands you $125 million. That’s the scenario playing out at Wells Fargo, where the head of consumer banking, Carrie Tolstedt, gets to walk away with a huge payday to get her through retirement. If only the rest of us could be so lucky. You and I have to […]

estate planning

The untimely death of the rock star Prince has highlighted the complex issues involved when one dies without a will. His estate will now have to go through the probate process to determine how his assets will be distributed to his heirs, and how much estate tax will be owed. Complicating matters is determining the extent of his wealth. What value do you place on a rock legend’s rumored vault of unreleased material? A sound […]

Why your IRA is likely at risk....and how to correct it

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