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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Tax preparation may be the perfect time to give the household budget a check-up.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
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 presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all of your choices when it comes to managing your taxable income?
When do you need a will? The answer is easy: right now.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.