Let's make your finances feel clear
Kinsella Agency helps you explore your goals, create reliable retirement income strategies, and protect your assets.
Most plans focus on what you'll earn. We start with what you'll keep.
Most plans focus on what you'll earn. We start with what you'll keep.
Income you control
We design income streams that last, so your savings work for you, not the other way around.
Assets worth shielding
Lock in your retirement, then learn simple ways to keep what's yours protected from surprise costs.
Protection with purpose
Use living benefits to cover care costs, without draining your savings or passing stress to your family.
Answers without jargon
Clear, plain-English guidance on income and protection, explained over a relaxed conversation.
A clear plan, a real conversation
Every plan starts with a straightforward conversation about your goals. No jargon, no obligation, just clarity.
First conversation
A relaxed chat about your goals and questions.
Free
30-minute call
No advice pressure
Your questions answered
Retirement review
A deeper look at your income, savings, and plans.
Free
Full income snapshot
Asset check-in
Clear action steps
Follow-up session
Ongoing guidance
Steady support as your life and plans evolve.
Free
Yearly check-ins
Life-change reviews
Priority access
Straight answers you can trust
Browse answers to common questions or reach out for personalized guidance.
Planning that worked for Seattle clients
I came in with a list of questions and left with a clear picture of what my retirement could look like. No pressure, no jargon, just a plan that made sense.
Margaret H.
Retired educator, Seattle
Lupe walked me through every option at my pace and helped me see how life insurance fit into the bigger picture. I finally understood my own plan.
David L.
Small business owner, Ballard
What stood out was the honest conversation. Everything was explained clearly, and I never once felt like I was being sold to. Just good, clear guidance.
Priya N.
Software consultant, Capitol Hill
After our meetings, I felt like I could actually see my future clearly for the first time. The plan we built together gave me real peace of mind.
James W.
Union electrician, West Seattle
I appreciated that nothing was rushed and every question was welcomed. I left with confidence and a plan that actually fits my life and my goals.
Susan K.
Freelance editor, Green Lake
Ready to see what your retirement could look like?
Book a free, no-obligation consultation with Kinsella Agency. We'll talk through your goals, answer your questions, and help you figure out your next steps with zero pressure.