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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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
However exciting retiring abroad may sound, it deserves considerable planning.
Don't let procrastination keep you from pursuing your financial dreams and goals.
What can be learned from the savings rate?
Building wealth requires protection from the forces of wealth destruction.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.