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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.

View Kennedy Financial Services Online Business Presentation
(If you have problems viewing the Business Presentation, click here to download a free Powerpoint Viewer.)

Kennedy Financial Services dynamic, online business presentation provides answers to all your questions about KFS; our integrity, our experience, and exactly how we can help you be in the driver's seat of your life. Learn about:

  • The KFS Backbone; Meet Jim Kennedy and Aaron Kennedy
  • KFS Comprehensive Analysis Planning
  • KFS Recommendations
  • KFS Support System
  • Using an Award Winning Strategy
  • How to Help Reduce Stress
  • How You Can Live Life on Purpose

Investment Advisor's Top 25 Independent Broker/Dealers... (Click here to view the list)
Top 10 Variable Annuity Providers... (Click here to read the article)

Important Disclaimer
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Jim Kennedy and Aaron Kennedy are Registered Representatives with VSR Financial Services, Inc.
Securities and Advisory Services offered through VSR Financial Services, Inc.
a Registered Investment Adviser and Member FINRA/SIPC. Kennedy Financial Services is independent of VSR.

Jim Kennedy is also an Investment Advisory Representative with VSR Advisor Services, an SEC Registered Investment Adviser. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Jim Kennedy is currently registered to sell securities products in AR, CA, CO, FL, GA, MA, NC, NM, OK, OR, TX and WY.
Jim and Aaron are also licensed to offer insurance products in TX, OK and OR. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim and Aaron are properly registered/licensed.