About

G.M. Kenney & Associates (GMK) began business operations in 1988. At that time we were, in conjunction with attorneys, marketing Revocable Living Trust and Incapacity Care plans as well as investment and insurance services throughout Northern California. From 1988 to 1993 we provided these estate plans to over 4000 clients who were then in their 60’s and 70’s. We have worked with, aged with, these same clients since then.

Our clients who were in their 60’s and 70’s are now in their 80’s and 90’s, a surprising number have crossed the 100 year old mark. We have spent over 20 years with them. They are the same people, but with different challenges than when we first met them. We have worked with them and their families to overcome the economic challenges that aging creates.

When it comes to helping people enjoy a successful aging experience we probably have more “real-time-real-world-hands-on” experience than any other firm in the financial service business.

We have witnessed the individual aging paths of thousands of clients and have helped each and every one with their individual issues and challenges. Of course, we have acquired vast experience in the myriad issues of aging through that process.

With over 20 years “in the trenches” with several thousand clients we have, by necessity, assembled all of the tools necessary to address all of the economic challenges retirement and aging will put in your path.

Our investment program is guided by Nobel Prize winning economists, not by Wall Street sales managers and commission hungry stock brokers.

As an independent investment and insurance services firm, we have the ability to access the entire spectrum of financial programs, selecting only the “best of the best” that work for our clients. In dealing with our client’s aging issues we have built a network of CPA’s, Estate Planning Elder Law Attorneys, Medi-Cal Qualification Specialists, Reverse Mortgage Brokers, and Health Care Facility Placement specialists… professionals in aging related services.

Our market conduct record is spotless. We are rated A+ (highest rating) by the Better Business Bureau for client satisfaction.

WE ARE UNIQUELY QUALIFIED TO ASSIST YOU IN YOUR JOURNEY INTO AND THROUGH RETIREMENT…AT YOUR SIDE ASSISTING YOU AND YOUR LOVED ONES IN ENJOYING A SUCCESSFUL AGING EXPERIENCE NO MATTER WHAT CHALLENGES AGING MAY PUT IN YOUR PATH.

Growing old successfully is a much bigger challenge than growing up…growing up you had parents for caring advice & guidance…we can provide that caring advice and guidance for you on your “growing old” journey.