Kinship-Your Dreams, Your Family, Your Business, Your Financial Services Firm
Clients work with Kinship Wealth Partners as their lead financial team for our honesty, accessibility and sense of friendship. What this means to you is you gain a personal relationship with a financial representative who is on the same page with you. Our name, Kinship, embodies how we relate to clients through understanding and empathy. We are encouraging in our approach to help you gain a sense of optimism as you look at the rest of your life. Our goal is for you to feel comfortable with your finances by working with a team who truly cares about you, your family and your future.
Honored to be featured in the April 2020 Issue of Advisor Magazine. https://www.lifehealth.com/creating-value-advisor/
Newsletters
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
Articles
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.
If you have a family who relies on your income, it is important to have life insurance protection.
A living trust can help control the distribution of your estate upon death.
Rudy Rodriguez is insurance licensed in the states of GA and FL. Stuart Jones is insurance licensed in the states of AL, FL, GA, IL, MD, MS, NY, SD, TN, TX and VA. Kinship Wealth Partners offers advisory Services through EPG Wealth Management LLC, an SEC Registered Investment Adviser. Securities offered through Arkadios Capital, a broker/dealer, Member FINRA/SIPC. Kinship Wealth Partners, EPG Wealth Management LLC, and Arkadios Capital are not affiliated through any ownership. Certain individuals associated with or employed by Kinship Wealth Partners, may be registered with EPG Wealth Management LLC and/or Arkadios Capital. Past performance does not guarantee or is indicative of future results. This summary of statistics, price, and quotes has been obtained from sources believed to be reliable but is not necessarily complete and cannot be guaranteed. All securities may lose value, may not be insured by any federal agency and are subject to availability and price changes. Market risk is a consideration if sold prior to maturity. Information and opinions herein are for general informational use only and subject to change without notice. This material does not constitute an offer to sell, solicitation of an offer to buy, recommendation to buy, or representation as the suitability or appropriateness of any security, financial product, or instrument, unless explicitly stated as such. Link to SIPC https://www.sipc.org/ Link to FINRA https://brokercheck.finra.org/ Privacy Policy SIPC FINRA ADV Brochure