With Derrick Kinney & Associates, It’s All About Family

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A dedicated family man who cares for his clients like his extended family, Derrick Kinney and his team are passionate about helping each family they work with, achieve the financial goals that are important to them.

 

Making Life Easier and Reducing Stress

Recently, the Derrick Kinney & Associates team received a 99% Client Satisfaction score. Many clients commented on what a “great experience” it was to work with their team and how easy they made things. “Our goal is to make life easier and reduce stress for our clients,” Kinney said. The trusted team at Derrick Kinney & Associates is there to help make their client’s lives better.

 

Helping Those who Help Their Families

A family-focused practice, Derrick Kinney & Associates serves pre-retirees, retirees, professionals, and business owners. Kinney said the people he visits with have worked hard at their jobs, providing for their families, raising their kids, or building their businesses.

 

Clients they work with include:

  • The woman who worked all her life to be able to retire.
  • The couple who wants to have enough money to travel and spend time with their grandkids.
  • The widow who needed guidance on generating enough income to not run out of money.

 

Giving Back to the Rio Grande Valley

A strong supporter of McAllen schools, Derrick supports quality education by recognizing outstanding teachers and students. Their team gives back to worthy organizations that make our local communities stronger and help those in need.

For a no-obligation visit with one of their friendly and knowledgeable financial advisors, contact Derrick Kinney & Associates at (956) 668-0701 or online at www.DerrickKinney.com.

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Up Close with Private Wealth Advisor Derrick Kinney

Money man Derrick Kinney is often interviewed by local and national media to make complex financial topics “easy-to-understand.” We caught up with Derrick to gain his wealth wisdom.

 

Q: What should investors do right now?

As I visit with clients, many tell me they are concerned about the stock market — will it keep going up, or should they brace for a sudden drop? Listen, it’s more important than ever to know how much risk is in each investment you own. Have your advisor run a worst-case scenario on your portfolio.

 

Q: Great point, Derrick! What about someone who is about to retire or is already retired. What tips do you have for them?

While the future is uncertain, here are some easy, yet powerful tips:

 

  1. For retirees, keep six months of your income needs in cash. So whatever the market does, you’re not having to sell out of something when an investment is down to maintain your lifestyle.

 

  1. For future retirees, practice living on a “practice retirement budget” for three months. This is critical to knowing how much money you need to live on in retirement.

 

Q: Derrick, you’re well-known for your passion for education and supporting local schools. Why is that important to you?

At Derrick Kinney & Associates, our clients are part of something much bigger than us just managing their money. Through us, they are helping recognize outstanding teachers and student leaders and give back to local organizations that make a difference in our community. There isn’t a week that goes by that I don’t think about a past teacher or professor that had a big impact on me. Teaching is an honorable profession and I respect and admire their dedication. Teachers helped shape me into the man I am today.

 

For a no-obligation visit with one of their friendly and knowledgeable financial advisors, contact Derrick Kinney & Associates at (956) 668-0701 or online at www.DerrickKinney.com.

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TWO CLIENTS AND THEIR LASTING IMPACT ON PRIVATE WEALTH ADVISOR DERRICK KINNEY

“Derrick. I’ve got cancer and the doctor doesn’t give me long to live.” I asked my well-loved client and friend, “Bob. how can I best serve you right now?” Faced with the end of his life. Bob wanted to make sure that his family would be taken care of. I suggested we hold a family meeting to share with his family what was important to him. His wife. his children. and each of his grandchildren gathered together to hear him share the values he wanted to pass to the next generation. It was one of the most difficult conversations I’ve ever led. It was an emotional time and many tears were shed. but it was one of the most rewarding moments I’ve experienced as a private wealth advisor. His family, who remain clients to this day, regularly thank me for helping their Dad speak to them in such an affirming and lasting way.

“Put your hand on my chest.” No client had ever said that to me. “Derrick,” Ted said. “I want you to feel my pacemaker. If it ever stops. Mary is going to need you. I want you to promise me you’ll be there for her.” I assured him we would. Ted and Mary had worked with our team for many years. We had designed a retirement plan they were enjoying together. but we also discussed a Plan B if something happened to either of them. Early one Saturday morning I received the call that Ted had passed away. As promised. we walked alongside Mary. helping her with this difficult life transition. It was beautiful to help her get back on her feet and empower her to make decisions for what she wanted to do financially. Her children are very thankful for us honoring our promise to Ted and being there when Mary needed us the most.

“That’s why we do what we do.

One client. One family.

One legacy at a time.”

– Derrick Kinney

 

 

 

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