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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
In the face of divorce, making changes to insurance coverage may be overlooked.
The uncertainties we face in retirement can erode our sense of confidence.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.