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.
Whether you need detailed financial guidance, a second opinion or daily money management help, we’re here to set you on the right path.
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. Contact us at 800-716-0674 or send us a message to learn how we can assist you.
800-716-0674
Akron, Ohio office:
150 Springside Drive – Suite B-245
Akron, OH 44333
Chicago, Illinois office:
125 South Wacker Drive – Suite 300
Chicago, IL 60606
Financial Planning About You, Not Product Sales
Kinkelaar & Associates was founded by Mary Deshong-Kinkelaar, a Certified Financial Planner™ professional, based on her personal experience. She saw a flaw in the way most financial planning was offered, emphasizing the sale of investment or insurance products rather than objective, competent financial advice.
Seeing the inherent conflicts of interest, 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 financial planning services through “fee-only” as-needed engagements.
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 for product recommendations. Therefore, our advice is not influenced by commissions or incentives.
You avoid the sales pressure and receive advice that’s not based on someone else’s agenda.
Flexible
Through as-needed engagements, we don’t limit our services to individuals and families based on net worth. We don’t require long-term contracts nor do we take over your accounts.
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, or insurance company. So, 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 are legally bound to place a client’s best interest above the firm’s. While you might think all financial service providers offer this, unfortunately, most do not.
Your interests come first and we’ve signed a written fiduciary oath to prove our commitment.
By considering all aspects of your financial situation, a Certified Financial Planner™ professional can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.
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Disclosures
Fee-only financial planning is offered through Kinkelaar & Associates, a Registered Investment Advisory firm in Illinois and Ohio.
The presence of this website 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.
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.
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