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 Retirement Planning, Income Distribution, 401(k) rollover strategies, as well as the Design and Implementation 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 the potential for increased retirement income from employee assets through the use of innovative plan designs.  If you would like assistance creating a plan that alligns with your expectations, 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 effecting 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 strive to 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”.

To schedule a time to discuss your individual or company retirement needs, kindly contact our founder                 Mark Kinney, CFP® at mkinney@gaa.net or call us toll-free at 1.800.958.6653

Who We Are

“We realize there are many market related, as well as non-economic issues to consider when establishing an effective "Conservative Growth Strategy”, or implementing an “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 provide the opportunity 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