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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding how capital gains are taxed may help you refine your investment strategies.
There are ways to improve your physical fitness without denting your fiscal fitness.
It sounds simple, but paying yourself first can really pay off.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.