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Start Living LIFE on Purpose Today! A Bucket Plan to Go with Your Bucket List The Cost of Procrastination When Do You Need a Will?

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.

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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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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much of your Social Security benefit may be considered taxable.

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

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How federal estate taxes work, plus estate management documents and tactics.

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Using smart management to get more of what you want and free up assets to invest.

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The market is as unpredictable as the weather. We’d love to help you prepare.

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