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
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five phases to changing unhealthy behaviors.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Five strategies for managing your student debt.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.