Are You Making the Right Financial Decisions?
At Kinkelaar & Associates, we provide an impartial and professional perspective to answer your financial questions and help eliminate unnecessary worry.
Through our offices in Chicago, Illinois and Akron, Ohio, we offer a wide range of financial planning help for individuals and families at various stages of life.
Whether you need detailed financial guidance or a second opinion, we’re here to set you on the right path.
Contact Us
Phone 800-716-0674 or send an online message.
Akron, Ohio office:
150 Springside Drive – Suite B-245
Akron, OH 44333
Directions
Chicago, Illinois office:
125 South Wacker Drive – Suite 300
Chicago, IL 60606
Directions
Financial Planning About You, Not Product Sales
Kinkelaar & Associates was founded by Mary Deshong-Kinkleaar, a Certified Financial Planner™ professional, based on her personal experience. She saw a flaw in the way most financial planning was offered, emphasizing product sales rather than competent advice.
Mary felt there had to be a better way to work with people on such important life matters. This philosophy formed her commitment to offering fee-only, as needed financial planning services.
Let’s Talk
Please take a look at How to Get Started, then schedule an introductory phone call with Mary by contacting us online or at 800-716-0674. This is the first step in getting to know each other, allowing us time to answer your initial questions and discuss your financial planning needs.
Fee-Only
We’re paid exclusively by our clients. We don’t accept 3rd party compensation based on our product recommendations, so our advice is free from the conflicts of commissions or incentives.
You avoid the sales pressure and know our advice is not based on a hidden agenda.
Flexible
Through hourly, as-needed engagements, we work with individuals and families regardless of net worth or income. We don’t require long-term contracts nor do we take over your investments.
You retain control and get the level of customized service you want at a reasonable price.
Independent
We’re not affiliated with any bank, brokerage firm, or insurance company. Therefore, our strategies aren’t limited and we can advise on a wide range of investment products and services.
You receive specific recommendations focused on meeting your unique needs.
Fiduciary
As a Registered Investment Advisor, we’re legally bound to place a client’s best interest above the firm’s. You might think all financial service providers offer this, but most do not.
Your interests come first and we’ve signed a written fiduciary oath to prove our commitment.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Disclosures
Fee-only financial planning is offered through Kinkelaar & Associates, a Registered Investment Advisory firm in Illinois and Ohio. The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than Illinois, Ohio or where otherwise legally permitted. Please refer to the Disclosures page on this website for more information and a copy of our Privacy Policy.
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