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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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Determine your potential long-term care needs and how long your current assets might last.

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This questionnaire will help determine your tolerance for investment risk.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Estimate how much you have the potential to earn during your working years.

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Principles that can help create a portfolio designed to pursue investment goals.

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There are a number of ways to withdraw money from a qualified retirement plan.

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The importance of life insurance, how it works, and how much coverage you need.

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Learn more about taxes, tax-favored investing, and tax strategies.

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How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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

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Estate conservation is too important to put off. Do you have a smart exit strategy?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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