The Power of Legacy Living.

Comprehensive Wealth Planning

~

Jeff Kennedy - Financial Planner, Managing Partner

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Fighter Pilot

A former Navy fighter pilot who fought to protect our country.

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Educator

A financial advisor committed to education and knowledge.

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Fiduciary

A fiduciary holding a legal and ethical relationship of trust.

Use this helpful Retirement Plan Selection Rubric to guide you.

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.

Years of Experience
Licensed States
Team Members
Strategic Partners

We cater to the underserved astute investor.

Kennedy Wealth Group caters to the underserved astute investor who is seeking market-insensitive assets that offer competitive returns. We help investors protect the core of their retirement lifestyle portfolios, while optimizing non-market alternatives in an attempt to boost portfolio gains over time.

Household

Endowment Model

Are you seeking alternatives to the plain vanilla stock and bond mutual fund portfolios that is rife with market risk and market volatility?

Educational Resources

Articles - Videos - Information

 
 

Legacy Living Financial Strategies Audio Tracks

Tax Planning Now!Jeff Kennedy
00:00 / 46:57
Be Ready EVERGREENJeff Kennedy
00:00 / 47:57
Participate ProtectJeff Kennedy
00:00 / 47:57
Complexity Theory SimplifiedJeff Kennedy
00:00 / 47:56
Qualified Opportunity ZonesJeff Kennedy
00:00 / 47:58
Exposing Retirment MythsJeff Kennedy
00:00 / 47:57

View Legacy Living™ Brochure

Important Information About Required Minimum Distributions (RMD) and IRAs.

Systematic, evidence and rules based management solutions.

 
~ Educational videos ~

Portfolio Efficiency Score

Strategic Partner - Canterbury Investment Management 

The Mauldin Network

Strategic Partner - CMA

Adaptive Portfolio Strategy

Strategic Partner - Canterbury Investment Management 

Removing Emotion From The Equation 

Strategic Partner - CMG

PLACEHOLDER FOR VIDEO

 

Locations

Quincy

721 N 24th St, Quincy, IL

Bethalto, IL

By Appointment Only

Office Numbers:

 

Quincy 217-221-1300      

 

Bethalto 618-377-2004      

 

Austin 512-575-0574

Austin, TX

By Appointment Only

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Contact us

 

IMPORTANT: Please do not provide any account information or trade instructions on this un-secured form field. 

Every financial adviser who is properly licensed has a profile with detailed information you can check on FINRA’s BrokerCheck.

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Copyright 2019 Kennedy Wealth Group

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Jeff Kennedy with Kennedy Wealth Group is an Investment Advisor Representative. Independent investment advisory services offered through Capital Advisor Network (CAN), a State of Indiana Registered Investment Advisor. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker/Dealer and member FINRA, SIPC. Kennedy Wealth Group and CAN are independent of CSS.   Please be advised that presently, Jeff Kennedy holds a Series 7 license in CO, FL, IL, IA, IN, KS, MO, ND, PA, SD, and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jeff Kennedy before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.