Welcome to Toole Kinney & Company
Toole Kinney & Company is a locally owned retirement investment advisory firm nestled in the beautiful Berkshire Hills of Western Massachusetts. Our expertise in Protective Growth, Advanced Income Distribution, 401(k) rollover strategies, as well as the Design and Implantation of 401(k) plans, provides the diversity necessary to assist with the accumulation, preservation, and efficient distribution of your retirement assets.
For company sponsored plans - we work to mitigate fiduciary risk while providing increased retirement certainty for employee assets through the use of innovative plan designs. If your current plan does not provide: Downside Protection, Upside Potential, and when ready – an Income For Life based on the employee’s highest account value, then I invite you to give us a call.
For those entering or currently in retirement - we take into consideration longevity, cash flow requirements, as well as legacy wishes for the next generation when affecting an appropriate retirement strategy. We assess your existing plan in relation to your expectations to determine if the two are properly aligned. We then build and manage a portfolio to accommodate your cash flow needs while striving to grow and protect your assets, based on your investment objectives.
We want to ensure that you will maintain the same quality of life (or better!) during your retirement as you are today. We will work closely with you to evaluate your current financial health, set your retirement goals, determine an effective strategy to achieve your goals, and finally - but most importantly - walk you through every step of the implementation process.
Making a strong commitment to our clients and building long-lasting relationships is of the utmost importance to Toole Kinney & Company. Because after all, our intention is not to “get you to retirement” – but rather – “to make work optional”.
Who We Are
“We realize there are many market related, as well as non-economic issues to consider when establishing an effective “Protective Growth Strategy”, or implementing an “Advanced Income Distribution Policy” for your retirement assets. Accordingly, our approach will be to work closely with your expectations and concerns to create an investment policy that will allow for the realization of your objectives – regardless of economic or political conditions. This simple, yet intimate approach has helped us to guide our clients toward their desired outcomes, while producing many rewarding relationships along the way. I invite you to give us a call if you would like to discuss how we may be of assistance to you.”
Respectfully,
Mark D. Kinney, CFP
President