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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
One way to find money is to examine your current spending habits and eliminate money wasters.
For homeowners who think their property taxes are too high, there are ways to appeal.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Don’t overlook the need for renter’s insurance if you rent your home.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.