Welcome to Kennedy Wealth Group!
Kennedy Wealth Group is a comprehensive, relationship oriented services firm providing custom financial strategies. Founded by Jeff Kennedy, a former U.S. Navy fighter pilot, our firm fights to protect your financial future and the legacy you’ll leave behind. We are a team of dedicated financial professionals who are with you every step of the way, helping to guide you on your path to financial freedom.
"As a Navy fighter pilot, I fought to protect our country. Today, as a financial advisor, my mission is to protect your financial future and the legacy you'll leave behind."
- Jeff Kennedy
Our mission is to help you achieve your financial goals and objectives by integrating all areas of proper planning including: growth, protection, and income planning, with consideration for the tax and legal consequences. Our Legacy Living Financial StrategiesTM help you take control of your wealth and make informed, confident financial decisions.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The uncertainties we face in retirement can erode our sense of confidence.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here's a breakdown of how the federal government spends your tax money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.