Achieving Financial Independence
Securing your financial future involves more than managing your investments. Kevin Kennedy LLC takes a team-based, coordinated approach to providing you with a wide array of wealth management services, always based on your individual needs and goals:
Estate Planning
Investment Management
Charitable Giving Planning
Corporate Pensions/Benefits
Retirement Planning
Risk Management
Real Estate
Trust Administration
Tax Planning
Insurance
Lifestyle
College Planning
Our Process
Our four-step Life/Wealth Planning Process provides a proven framework for defining your vision and then working to fulfill that vision. Our comprehensive financial planning process includes:
DISCOVER
DISCOVER
We sit down with you to define and clarify your life goals and financial objectives. This step forms the basis for every other step in the process.
EVALUATE
EVALUATE
Your financial life is complex, and we are highly experienced at coordinating among various advisors, from attorneys to accountants. We not only put in place an investment plan for you but we will ensure that your investments fit into an overall wealth management strategy that includes every aspect of your financial life.
IMPLEMENT
IMPLEMENT
Your financial life is complex, and we are highly experienced at coordinating among various advisors, from attorneys to accountants. We not only put in place an investment plan for you but we will ensure that your investments fit into an overall wealth management strategy that includes every aspect of your financial life.
MANAGE
MANAGE
We believe in creating long-term partnerships to ensure effective management of your wealth as circumstances change over time. We will manage your investments by regularly monitoring your results and making adjustments based on changes to the economy and to your life situation. We will answer your questions, explain your financial picture, and keep you focused on achieving success.
