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AT&T Retirement


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Qualifications

  • Temp S. Davis IV
  • Patrick J. Hinchey
  • Kim Hinchey
  • Yasna Grainger

Temp S. Davis IV, MBA, CFS

AT&T RetirementTemp’s primary focus is on the needs of his clients. He spends time getting to know AT&T employees and strives to help them uncover their life goals, risks and needs. These issues are then addressed in the IPRO. The IPRO is a planning tool developed exclusively for communication industry workers.

Whether you need help understanding which pension option is best for you, whether to take your pension now or wait until after 2012, how to turn your lump sum pension into a retirement income stream, investigate IRC paragraph 72t, move your 401k money to your own IRA account, Temp Davis’s insight and experience with the old Bellsouth benefits and the new AT&T benefits 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 is an active member of his church and enjoys spending time with wife Margaret and their children, Ragan, Tempo, Phillip and Sara Catherine.  Temp’s hobbies include duck and turkey hunting, nature excursions and traveling to historic venues. 

Born in Macon, raised in Albany, Temp resettled in Newnan in 1990 where his ancestors originally settled in 1837.

Areas of Practice

  • IPRO – Independent Personal Retirement Overview
  • AT&T Pension Optimization through LPL Financial
  • AT&T Employee Retirement Distribution Planning through LPL Financial
  • Wealth Management
  • Income Replacement 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
  • Member of the Hanson McClain Retirement Network
  • Member of the Integrated Financial Group
  • Member of the Communication Workers of America Local 6171

Patrick J. Hinchey, CFS, CFP®

Bellsouth RetirementPat Hinchey, is a CERTIFIED FINANCIAL PLANNER™, Practioner, 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 goal 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 LPL Financial
  • Wealth Management
  • Risk Management

Education and Certifications

  • Georgetown University BS Economics
  • CERTIFIED FINANCIAL PLANNER™ Practioner
  • Certified Funds Specialist

Kim Hinchey, CFS
LPL Registered Administrative Assistant

Bellsouth RetirementKim 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 address all the client objectives.

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

Yasna Grainger

yasna-pic.gifYasna Grainger joined the Hinchey Financial Group in 2012, and has brought with her over 25 years of experience in banking, project management and administrative services.  Yasna’s primary goal is to provide clients with outstanding service and administrative support. Her role includes all aspects of client service, including scheduling appointments, to ensuring all client information is up to date. Her attention to detail allows our office to run efficiently and smoothly.

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