About FinKindle
FinKindle Financial Services partners with families to protect what matters most and build multi-generational wealth. Every conversation is focused on clarity, education, and action-oriented strategies — not one-size-fits-all product pitches.
Family Protection
Education-First Planning
Tax-Advantaged Strategies
Legacy & Wealth-Building
How We Can Help You
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Family Protection: Life • Income • Asset
Strategies to help protect your loved ones, your paycheck, and your long-term goals using insurance-based solutions. -
College Funding Education & Options
Learn different ways families prepare for education costs, and where insurance-based strategies may fit alongside other tools. -
Retirement Income & Legacy Planning
Explore approaches to create sustainable retirement income and pass wealth efficiently to the next generation. -
Tax-Advantaged Wealth Strategies
Education on how certain structures may help grow and distribute wealth in a more tax-efficient way. (Coordinate with your tax professional.) -
Estate Planning Education (Wills & Trusts)
Understand key concepts around wills, trusts, and beneficiaries so you can work more confidently with your attorney.
Why Families Choose FinKindle
Education First
Every conversation starts with teaching — not selling — so you can
make confident, informed decisions at your own pace.
Family-Centered Approach
Plans are designed around your family’s story, values, and goals,
not a generic product checklist.
Coordinated Planning
Happy to collaborate with your CPA, attorney, or other
professionals to help keep everyone aligned.
Licensed & Transparent
Clear explanations of how solutions work, where they fit, and what
they cost — with ongoing support as life changes.
Ready to Start the Conversation?
The first step is a short, no-obligation conversation to understand your current situation and priorities. From there, we can explore whether FinKindle is the right partner for you and your family.
Phone: (657) 203-6167
Email: finkindlefinsvcs@gmail.com
Location: California, USA
License: CA Insurance License # 4454298
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