Individual Services
The investment industry can be a bad neighborhood. The conventional model begins with the brokerage firm's need to sell products to earn commission. Although salespeople may have good intentions, their system presents a conflict of interest. At Kinwell, the client comes first. We don’t push products and don’t charge commissions.
Investing should be made simple
Guided by CFP’s®
The CFP designation is one of the most notable certifications available for financial professionals. It requires passing a 10 hour exam, that only has a 50% pass rate. The most important aspect of the CFP designation, is the fiduciary responsibility, they have to put their clients needs first - not every financial professional does that.
Goals-based investing
Goals are the foundation of your financial plan. We take our data driven portfolios and apply them to your real life aspirations. Many people have more goals outside of just retirement and goals-based investing let’s you plan for those.
Fair and transparent f
ees
As fee only advisors we offer simple and clear fees based on the size of your portfolio. We do this to align our goals, remove conflict of interests and put you in the best position possible to succeed.