A Life Planning Firm
Welcome to our family firm, my name is Jim Kennedy. Life Planning may be unknown terminology, but it is the very definition of the business we have been developing for over 27 years. In 1989 every client I worked with was gathering information from several different advisors and legal professionals, then trying to compile that information on their own to find the right answers for their situation. Inevitably, everyone I met with had holes or overlap in their plan, that was the genesis of Life Planning. It wasn’t about the answers, it was about asking the right questions that need to be asked for your family’s unique situation. Only then do we begin coordinating and correlating all the answers from all of your financial professionals to send you in the right direction with confidence so that you can live Life on purpose.
As the number of experiences with our clients has grown, so has our knowledge and wisdom. Our vision is to be an industry leader providing continuous Leadership, Relationships and Creativity. All the while we believe in doing things the cowboy way. Our word is our bond and our handshake is more binding than any contract. I encourage you to take some time and read about our approach to planning or simply the cowboy way we live.Contact Us
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Bonds may outperform stocks one year only to have stocks rebound the next.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investors seeking world investments can choose between global and international funds. What's the difference?