Customized Advice
We provide financial life planning and investment advice to individuals, couples, families and small businesses.
From detailed financial guidance to periodic coaching, our services are customized to fit your needs.
Financial planning should be about you and planning, not product sales
Kinkelaar & Associates was founded by Mary Kinkelaar based on her frustration in seeing inherent conflicts of interest with the way most financial advice is provided -- with an emphasis on investment and insurance product sales rather than customized and holistic financial life planning.
Mary felt there had to be a better way to serve people on such an important life issue. This philosophy formed her commitment to offering financial planning services through as-needed, “fee-only” engagements.