Services
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
- Retirement Planning
- Tax Planning
- Investment Management
- Risk Management
- Insurance
- Charitable Giving Planning
- Real Estate
- Lifestyle
- Corporate Pensions/Benefits
- Trust Administration
- College Planning
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:
Step 1 – 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.
Step 2 – Evaluate
We look at your life and financial situation as a whole, taking into account everything from your assets and tax liability to your estate planning needs and risk profile. We use that knowledge to create a comprehensive financial plan designed to help you reach your goals.
Step 3 – 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.
Step 4 – 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 and other aspects of your financial life by regularly monitoring your results and making adjustments based on changes to the economy and to your life situation. We will stay in regular contact with you, answer your questions, explain your financial picture, and keep you focused on achieving success.
We are a fee-only planning firm. That means we do not operate with the conflicts of interest that accompany commission-based financial services. You can rest assured that we are providing you with independent, objective advice, because our interests are always strictly aligned with serving your best interests over the long term.
