James Kinney (CFP®, MBA)

James Kinney focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Jim started his career in financial planning in 2004 after a successful entrepeneurial career.  While the majority of his clients are seeking assistance in planning their approaching retirement, Jim is committed to making his time available on an hourly fee basis to help all those who wish to improve their financial lives.  

Jim has been frequently quoted in financial media, including such publications as the Wall Street Journal, Kiplingers, and Money Magazine, and is a frequent contributor to online financial help forums at popular websites such as Investopedia,

Click here to view Financial Pathways website.  

Here are a few of Jim's areas of expertise:

  • Retirement Planning
  • Investment Advice (hourly fee) 
  • Investment Management (ongoing)
  • Comprehensive Financial Planning
  • Financial Planning for Divorce
  • College Planning
  • Hourly Fee Advice 
  • Financial Coaching
  • Household Budgeting, Cash Flow, and Debt Management
  • Home Purchase Advice
  • Real estate investing
  • Insurance Needs Analysis 
  • Second Opinions
  • Annuity Analysis and Recovery

 

 

 

Additional Information

Our Financial Planning Centers are conveniently located to serve residents of central and northern New Jersey. 

Our Bridgewater planning center serves residents of Somerset, Union, Middlesex, and Hunterdon Counties. 

Our Mount Olive (Flanders) planning center serves residents of Warren, Morris, Somerset, and Sussex counties.

We can also meet with clients at Regus meeting centers in Roseland, NJ or Princeton, NJ when that is most convenient.   

 

 

 

 

NAPFA Start Date

February 24, 2014

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This Office

1200 US Highway 22 Ste 2000 Bridgewater, NJ 08807-2943 Phone: (866) 635-8518

Other Offices

230 US Highway 206 Bldg 3 Flanders, NJ 07836-9189 Phone: (866) 635-8518