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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Being healthy not only makes you feel good, it may also help you financially.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Do your insurance needs stay the same when the nest empties?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate