OUR SERVICES

How May We Assist You?

Toole Kinney & Company’s mission is to create tax-sensitive, risk-adjusted investment and insurance solutions for those individuals preparing for, approaching, or currently in retirement.  Areas in which we may provide assistance are:

• 401(k) Distribution Rollovers – Maintain control of your hard earned dollars.
• “Conservative Growth” Investment Strategies – Balance asset protection with growth potential.
• Transition Planning – Redefining your financial strategies when your course has changed.
• Income Distribution Strategies – Insuring your income lasts as long as you do.
• Management of Divorce or Litigation Settlements – For the first time in your life, your financial future is up to you – we can help you make the most of it.
• Tax-Efficient Investment Portfolios – It’s not what you make, it’s what you keep.
• Individual Retirement Accounts (IRA’s)
• Employer Sponsored Retirement Programs (SIMPLE IRA’s, 401(k)/403(b), Simplified Employee Pensions (SEP)
• Life, Disability, Long-Term Care Insurances
• Business Property & Liability, Home and Auto @ www.tooleinsurance.com.
• Workers Compensation @ www.newenglandcompadvisors.com.

Our Pledge To YOU.

One of the major benefits to working with us is our independence.  Unlike traditional Wall Street firms, Toole Kinney & Company is a locally owned financial services company.  We are free from the influences commonly found at many corporately controlled firms.  Therefore, we pledge to utilize our unique ability to offer solutions appropriate to help you toward the realization of the retirement you have worked so hard to achieve. 

For more information – or to schedule a complimentary consultation – please call us at (413) 243-2654, ext. 25.