Your LPL Financial Planners and Consultants at Hinchey Financial Group provide financial planning through LPL Financial, a registered investment advisor. They are licensed in life, variable and disability insurance, and are registered representatives with LPL Financial. In addition, they hold special designations such as Certified Fund Specialist and CERTIFIED FINANCIAL PLANNER™.

Patrick J. Hinchey, CFS, CFP^®

Pat Hinchey, is a CERTIFIED FINANCIAL PLANNER™, serving clients on the south side of Atlanta. Pat is the founder and Director of Hinchey Financial Group. Pat provides comprehensive financial planning services. Whether the need is for individuals or small business, his aim is to give personal attention to each and every client by solving for specific goals. Together with several other individuals, Pat has put together a team of professionals to serve the diverse needs of his clients.

Pat and his wife, Kim, have lived in both Henry and Fayette Counties since 1991, and they have two children, Halie and Sean. Pat graduated from Georgetown University in 1978, with a Bachelor of Science Degree in Economics.

Specializing in retirement and estate planning, the focus is to provide an income that clients cannot outlive, improve returns, protect their principal and reduce taxes.

Pat utilizes portfolio planning based upon Modern Portfolio Theory. He focuses on comprehensive financial planning for his clientele of successful executives, high-end sales professionals, business owners, pre-retirees and retirees. He is dedicated to providing meaningful solutions on a wide range of financial matters ranging from retirement planning, investment planning, tax reduction strategies, estate planning, qualified and non-qualified business retirement benefit plans and risk management.

Areas of Practice
-- Financial Planning
-- Retirement/Distribution Planning
-- Asset Management
-- Risk Management

Education and Certifications
-- Georgetown University BS Economics
-- Certified Financial Planner™
-- Certified Funds Specialist

Note: LPL Financial and its representatives are not tax advisors and do not provide tax advice. The tax information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Please consult a tax advisor regarding your personal situation prior to acting on the information in this presentation.

Kim Hinchey, CFS

Kim graduated from North Carolina State University with a Bachelor of Arts Degree in Accounting and Business. She sold packaging for 15 years and then “retired” to be home with her children. Kim joined Hinchey Financial Group, returning to her financial roots, and currently holds the nationally recognized professional designation of Certified Funds Specialist.

Kim and her husband Pat have two children and live in Fayetteville, Georgia. She is an active member of her church, loves running, gardening, playing tennis and spending time with her family.

Kim’s particular expertise is assisting clients with the suitability analysis of Long-term Care Insurance. She carefully guides clients through the many variables involved in selecting this asset protection insurance while interfacing with the firm’s planners to ensure all objectives are being met.

Areas of Practice
-- Administration Support Services for:
- Employer Plans
- 401(k)
- SEP
- SIMPLE
- Long Term Care Insurance

Education and Certifications
-- North Carolina State University with B.A.s in Accounting and Business
-- Certified Funds Specialist

Temp S. Davis IV, MBA, CFS

Temp’s primary focus is on the needs of his clients. He spends time getting to know his new clients and strives to help them uncover their life goals, risks and needs. These issues are then addressed in a comprehensive planning process.

Whether you need help understanding how to turn your nest egg into a retirement income stream, fund college in a tax sensitive manner, consolidate many IRA’s and 401k’s or mitigate a specific risk, Temp’s insight and experience can bring clarity to otherwise murky waters.

He earned his undergraduate degree, Bachelor of Science Degree in Resource Management, from the University of Georgia. Temp went on to complete his graduate work at Columbus State University earning a Master of Business Administration Degree. He holds the nationally recognized professional designation of Certified Funds Specialist.

Temp and his wife Margaret reside in Newnan with their children Ragan, Tempo, Phillip and Sara Catherine.

Areas of Practice
-- Financial Planning
-- Retirement/Distribution Planning
-- Asset Management
-- Risk Management
-- College Funding and Tax Strategies

Education and Certifications
-- Bachelor of Science Degree from the University of Georgia
-- Master of Business Administration Degree From Columbus State University
-- Certified Funds Specialist