My name is Mark Kinney. I specialize in helping clients financially prepare for retirement, which often includes the proper use of annuities. I help clients across the country find ways to generate more retirement income sustainably without exposure to market risk. Doing so has helped clients grow and protect their money securely during these turbulent times.
Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to offer investment tips and growth opportunities for your portfolio, few know how to convert your savings into a long-term, sustainable income—while protecting your money—so that you can spend with confidence when you retire.
I’ve been in the financial services industry since 1987, and a board Certified Financial Planner (CFP) since 1996, with a specialized focus on helping individuals facing circumstances of sudden wealth – such as divorce, inheritance, business liquidation, or a lump sum retirement distribution. My mission is to guide clients through these major transitions with strategies designed to protect and grow their wealth. By combining highly disciplined investment strategies with carefully selected annuities, clients can enjoy a more sustainable and verifiable path to long-term retirement income.
After working with many traditional firms – ranging from a municipal securities specialist in the OTC markets, to an advisor in Prudential Preferred’s Boston office, and finally managing the investment division of a regional bank, I elected to launch my own independent advisory practice, enabling me to provide truly unbiased solutions.
My journey into the annuity space began after witnessing how traditional investment strategies failed during many of the major market downturns, like 2002 and 2008. It was disheartening to see individual investors, many of whom had been working with established Wall Street firms, lose up to 50% of their portfolios at the exact time they needed those funds the most. That experience drove me to explore better options for income security in retirement.
With over 30 years of experience, I’ve developed a deep understanding of conservative, income-generating investment solutions and have been fortunate to share my insights through national media outlets, including CNN, Fox Business, NBC, ABC, CBS News, FORBES, and several regional publications.
Outside of my professional life, I enjoy staying active and giving back. I’ve run several marathons, including the Boston Marathon in both 2013 and 2014, helping to raise money for Dana-Farber Cancer Research and several foundations focused on the cure for Parkinson’s.
Although I reside in Massachusetts, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see firsthand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Mark Kinney
