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
An Arm and a Leg
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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are common mistakes you can avoid when saving for retirement.
Currency has been around for a long time. Here’s a quick history lesson.
Here are six flags that may make your tax return prime for an IRS audit.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.