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.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Six overlooked tax deductions to help manage your tax bill.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Why are 401(k) plans, annuities, and IRAs so popular?
Women must be ready to spend, on average, more years in retirement than men.