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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses


Funds Used With Clients

Firm Client types

There is no client type data to display at this time.



No timeline events available.
Employer Years Dates
Tweddell Goldberg Investment Management, LLC 3 months Mar 2016 - Jun 2016
Picket Fence Tax Service, LLC 5 years, 1 month Jan 2015 - Present
Picket Fence Financial, LLC 14 years, 3 months Dec 2005 - Present
Picket Fence Financial, LLC 14 years, 3 months Dec 2005 - Present

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kirk Kinder

There are no insights for this advisor to display at this time.


Ask a financial questionAsk a question
I plan to keep working while drawing social security. How much tax if i withdraw my roth and 401k?
I would need more information to adequately answer that question. It really depends on what your top tax bracket is. For the Roth distributions, you won't have any taxes due, but the 401(k) will be added to your taxable income if it is a non-Roth 401(k). So every dollar you pull out of your 401(k) w...  (more)
Answered Oct 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Feb 21, 2019
    • license status
      Not registered
    • disclosures
    • as of date
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Picket Fence Financial, LLC

    Last updated on March 21, 2019
      • $27.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 215
      • $127.5K
        Estimated Average Account Balance


    There is no compensation data available to display at this time