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Start Living LIFE on Purpose Today! 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 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.

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Call Out Box One Call Out Box One

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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Helpful Content

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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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.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Protect yourself against the damage that your homeowners policy doesn’t cover.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator demonstrates the power of compound interest.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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

Long-Term-Care Protection Strategies

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Managing Your Lifestyle

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

Your Cash Flow Statement

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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