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 30 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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Do you understand these common mobile slang terms?
These food myths will really put a drain on your wallet.
Five phases to changing unhealthy behaviors.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Currency has been around for a long time. Here’s a quick history lesson.
Apps that help small business owners better manage and grow their business.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.