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.Contact Us
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
However exciting retiring abroad may sound, it deserves considerable planning.
There are things about Social Security that might surprise you.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Around the country, attitudes about retirement are shifting.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women must be ready to spend, on average, more years in retirement than men.