Simplifying Financial Planning to Help You Reach Your Financial Goals
Who We Are
AKPride Financial is an independent financial life planning and wealth management firm. As an independent and registered financial services firm, we solely represent our clients, their needs, and interests; rather than any specific company’s.
Our firm makes zero commissions from the brokering, trading, selling of any mutual funds, or selling of any particular securities. This greatly benefits each of our clients. 1) by eliminating these types of investment fees our clients can save more of their monies. 2) prevents a conflict of interest when our investment advisor(s)/ financial planner(s) provide expert fiduciary advice for trading within a client’s account(s) and/or any investment fund recommendation(s).
For every client, our firm’s financial planners always work on behalf of our client’s best interest as registered and licensed fiduciaries. We are held to the highest ethical standards in the financial industry which allows us to take pride in all we do so our clients can focus on living their best life.
In the spirit of full transparency, our firm holds all of our client’s assets at some of the largest and most recognized custodians; Fidelity and Charles Schwab. They provide the important infrastructure, trading, easy preparation of client statements, tax documents and online access for our clients to regularly monitor their accounts.
Who We Serve
Based in Atlanta, GA, and Los Angeles, CA, AKPride Financial works with clients across the country. Our firm provides comprehensive financial services and expert fiduciary advice as registered Investment Advisors for business executives, professionals, business owners, families, couples, and retirees. We specialize in financial planning for Executives, LGBTQ+, non-traditional relationships, and women that are single, married, divorced, or widowed.
Financial Planning For Individuals
Investments & RSUs
Retirement Income Planning
Social Security Planning
Long Term Care Planning
Annuities, Disability, Life Insurance
College Planning / 529s
Debt & Budget Planning
Charitable Giving
Estate Planning
Financial Advisor For Businesses
Executive Compensation / Financial Strategies
Financial Wellness Webinars / Live Sessions
Outplacement Support / RIFs
SEP & Solo 401ks
Buy Sell Agreements
Key Person Insurance
Business Succession Planning
Business Exit Planning
MEET THE FOUNDER
Anna Kindley, M. Ed., ChFC, NSSA, SHRM-SCP
Anna Kindley, is the Founder and Owner of AKPride Financial. She is well versed as a Wealth Management Advisor in supporting businesses and people at all life stages.
Prior to becoming a Wealth Management Advisor, for 25 years, Anna supported all talent levels from employees to Executives across the country as a Human Resource Executive and HR Consultant. Her work experience includes different industries with brand-name companies such as PepsiCo- Frito Lay, Delta Airlines, Novartis Pharmaceuticals, Zions Bancorporation, NRG Energy, General Mills and Starbucks.
Founder's Work Experience Includes:
The AKPride Financial Process
Our financial planner is focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. For this reason, our wealth management service(s) integrate financial planning, investments, and insurances to fully connect the various parts of your entire financial life. This ensures your financial strategies are all aligned and working together to achieve your goals now and in the future.
Step One: Plan
Together, we explore, understand, and identify your life’s financial goals. Applying evidence-based strategies along with building long-term client personal relationships, we design your holistic financial (aka life road map) plan for you.
Step Two: Protect
With our ever-changing world and life’s unexpected detours, we help you stay on track thru regular reviews of your plan, education, and advice to help you select the best investment and insurance vehicle solutions.
Step Three: Invest
With a coordinated investment strategy we help you build an effective investment portfolio to meet your financial well-being. We help grow your monies with the most efficient tax strategies while balancing risk as well as return.
Step Four: Retire Well
With our holistic planning process, state of the art software technology, strategic resources, and proven experience we help preserve your assets while generating a predictable and steady life income. So you can live the life you always imagined, make a difference through charitable giving, and leave a legacy to the ones you love.
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Testimonials
Disclosure: no client was compensated for their review
Schedule a No-Cost Consultation
Interested in learning more about how you can improve your wealth management? Fill out the contact form and one of our advisors will reach out to schedule a no-obligation consultation.