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Kirk William Kinder

Saving You From Wall Street

Picket Fence Financial, LLC

Bel Air

MD

Contact Me

Overview

Services

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

Funds Used With Clients

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Tweddell Goldberg Investment Management, LLC 3 months Mar 2016 - Jun 2016
Picket Fence Tax Service, LLC 2 years, 10 months Jan 2015 - Present
Picket Fence Financial, LLC 11 years, 12 months Dec 2005 - Present
Picket Fence Financial, LLC 11 years, 12 months Dec 2005 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    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
    Membership
    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
    Designation
    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

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Answers

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

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 28, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Picket Fence Financial, LLC

    Last updated on Feb. 19, 2017
      • $19.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 148
        Accounts
      • $131.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees