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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Healthy habits are one of the greatest gifts to give your child.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
What kind of auto insurance should you have? Do you know?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.