Kennedy Financial Services

General InfoNavigating both the expected and unexpected financial demands that life brings requires more than financial planning. It requires an extensive financial road map unique to your life that can guide you, no matter the road conditions. Most people are unaware of many of their financial risks, or the crucial steps to take that could avoid future crisis for themselves, or their loved ones. The truth is, whatever your current situation, Life Planning is essential in helping you arrive where you need to be and avoid loss due to unforeseen events and unknown risk factors. Kennedy Financial has had the privilege of helping individuals and families manage, protect and build on their wealth for over 20 years. After a thorough evaluation of each of our clients needs, values, goals and risk factors, we develop a plan that helps our clients manage and protect the assets that they have worked so hard to acquire. More than financial planning, Life Planning is a strategic plan that sets goals, anticipates and avoids pitfalls, and is specifically tailored to address the serious issues of life. We are a family based Financial Service organization. Our primary expertise lies in providing you with a written financial plan designed to help you determine your risk tolerance in relation to your future financial needs. We then assist you with establishing your retirement strategy, with careful attention paid to tax issues, estate planning and wealth accumulation and distribution. Simply put, our goal is to help you retire successfully and to begin living life on purpose.,Navigating both the expected and unexpected financial demands that life brings requires more than financial planning. It requires an extensive financial road map unique to your life that can guide you, no matter the road conditions. Most people are unaware of many of their financial risks, or the crucial steps to take that could avoid future crisis for themselves, or their loved ones. The truth is, whatever your current situation, Life Planning is essential in helping you arrive where you need to be and avoid loss due to unforeseen events and unknown risk factors. Kennedy Financial has had the privilege of helping individuals and families manage, protect and build on their wealth for over 20 years. After a thorough evaluation of each of our clients needs, values, goals and risk factors, we develop a plan that helps our clients manage and protect the assets that they have worked so hard to acquire. More than financial planning, Life Planning is a strategic plan that sets goals, anticipates and avoids pitfalls, and is specifically tailored to address the serious issues of life. We are a family based Financial Service organization. Our primary expertise lies in providing you with a written financial plan designed to help you determine your risk tolerance in relation to your future financial needs. We then assist you with establishing your retirement strategy, with careful attention paid to tax issues, estate planning and wealth accumulation and distribution. Simply put, our goal is to help you retire successfully and to begin living life on purpose.,LocationKennedy Financial , A Life Planning Firm. Eastland, Texas. Jim Kennedy. Aaron Kennedy. Angela Robinson. Family Support Planning, Business Succession Planning, Life and Retirement Planning, Insurance Planning, Tax Planning, Charitable Gifting Planning, Legacy Planning, Liability Planning, Investment Planning,Kennedy Financial , A Life Planning Firm. Eastland, Texas. Jim Kennedy. Aaron Kennedy. Angela Robinson. Family Support Planning, Business Succession Planning, Life and Retirement Planning, Insurance Planning, Tax Planning, Charitable Gifting Planning, Legacy Planning, Liability Planning, Investment Planning,AssociationsSecurities and Advisory offered through VSR Financial Service, Inc., a Registered Investment Advisor and Member FINRA/SIPC. Kennedy Financial is not owned