Hinchley & Co

Financial planner in Centennial, CO (show on map)

5.0

★★★★★

4 reviews

Hinchley & Company is a financial planning firm focusing on meeting the tax and financial needs of high-income professionals.

Call (303) 284-8081

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About

Hinchley & Company is a registered investment advisor (RIA) and CPA firm serving high-income professionals. They provide financial planning across five interdependent areas: investment planning, insurance protection, tax planning, estate and legal planning, and debt analysis and management.

Founded in October 1998, the firm acts as a fiduciary and is held to high professional standards.

Registered investment advisor acting as fiduciary

CPA firm held to AICPA professional conduct standards

Focus on high-income professionals

Comprehensive financial planning across five interdependent areas

Over two decades of experience (since 1998)

Independent - not partnered with specific insurance company

Services

Investment Planning

Investment management services as a registered investment advisor (RIA), offering analysis and advice in clients' best interests.

RIA services Portfolio management Risk assessment Employee stock purchase programs Incentive stock option plans Deferred comp arrangements

Insurance Protection

Insurance analysis and reporting to ensure proper coverage for wealth protection.

Insurance needs analysis Term/whole/universal/variable/disability insurance Independent acquisition of any policy

Tax Planning

Tax minimization planning strategies including income splitting, shifting, deferral, and structure optimization.

Income splitting strategies Income shifting Deduction shifting Tax deferral Tax structure optimization

Estate & Legal Planning

Estate planning services including gifting strategies, property transfer, life insurance proceeds, and trust vs. will analysis.

Gifting strategies Property/spousal transfer Life insurance trust planning Estate taxation planning Trust vs. will planning

Debt Analysis & Management

Debt management strategies using debt as a wealth accumulation tool while maintaining balanced finances.

Debt analysis Balance monitoring Interest rate management Tax deductibility review Real estate taxation

Credentials & Certifications

Registered Investment Advisor (RIA)

CPA Firm

Series 65 Licensed

Life, Health, and Accident Insurance Licensed

Reviews

Rating

★★★★★

Reviews

"Professional, knowledgeable, and trustworthy."

Frequently Asked Questions

What is Hinchley & Company? +

Hinchley & Company is a registered investment advisor and CPA firm that focuses on meeting the tax and financial needs of high-income professionals. They evaluate and address all five areas of financial planning: investment planning, insurance protection, tax planning, estate and legal planning, and debt analysis and management.

What makes Hinchley & Company different? +

As a registered investment advisor, Hinchley Advisory Group acts as a fiduciary for clients and is legally bound to act in their best interests. As a CPA firm, they are held to standards of objectivity, integrity, free of conflicts of interest, and truthfulness through the AICPA Code of Professional Conduct.

What is the Hinchley & Company planning process? +

The process includes: 1) Initial Consultation to gather information about unique financial situation, 2) Planning Consultation to prepare a proprietary financial analysis, 3) Implementation of financial strategies with outside vendors and related professionals, 4) Ongoing periodic phone/email contact, annual reviews, and access to advisors.