Copyright 2019 Kennedy Wealth Group

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 FINRASIPC. 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.

Legacy Living Financial Strategies™ means on-going retirement-planning in areas of wealth management and preservation, asset protection, tax reduction, income planning, wealth transfer and distribution. We believe retirement-planning should be comprehensive and personal.

We agree with Warren Buffett that,

“There is always a bull market somewhere.”

 

We look for non-correlation through off-Wall Street investment opportunities in real estate and private equity offerings similar to those utilized by very large institutional money managers. Institutional investors know this as the Yale Endowment, but refer to it as the "Household Endowment Model."

As Sir John Templeton said, “The way to make money is to buy when others are selling and sell when others are buying.” 

 

 

By following institutional investment models we reduce volatility in your portfolio, yet remain focused on long-term growth. Our portfolios are not distracted by the often misleading "noise" that is the byproduct of the 24-hour news cycle.

Legacy Living Financial Strategies™ means...

 

Opportunity in non market-correlated alternatives that offer competitive returns. It means providing true diversification while keeping an eye on long-term growth. It means systematic wealth acquisition and helping our clients' legacy for future generations.