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Start Living LIFE on Purpose Today!

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.

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Call Out Box One Call Out Box One

Listen to Life Planning 101 with Angela Robinson

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Call Out Box Two

The KFS Culture – We believe in doing things the cowboy way

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Call Out Box Three

8 Life Planning Issues – The core of our business is 8 life planning issues. Find out what these issues are and how they apply to you

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Helpful Content

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“Dirty Dozen” Tax Scams to Watch For

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Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Keys to Investing for Retirement

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A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

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Learn how to harness the power of compound interest for your investments.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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