A Life Planning Firm
Planning for your future, your family and your retirement is not always easy. Unfortunately, it is often done in hindsight or worse—by default. There is another problem. The focus of most planning tends to be on the money when the reality is that money is just a tool. The focus should be what it means to you to live Life on purpose?
Our family firm became a catalyst for this change with our founder Jim Kennedy.
In 1989 every family I worked with was working with multiple advisors—bankers, brokers, attorneys, accountants, etc. Each one was trying to piece together this advice just to find the right answers for their situation. Inevitably, this left them with holes and/or overlap in their planning. It also left them worried and stressed.
Our focus has not changed since this simple realization that success equals complexity. We work hard to turn this complexity into clarity for the families we work for. The Life Planning Process™ puts the focus on you - your unique situation, future and goals, family dynamics, and more.
You see… It wasn’t about the answers, it was about asking the right questions that need to be asked. Only then can you really begin coordinating and correlating all the answers from all of your professionals to send you in the right direction. That is when you move forward with confidence so you can focus on what is most important in life to you.
In the ensuing years of KFS, our knowledge and wisdom has grown exponentially. Our vision is to continue to be an industry leader by providing continuous Leadership, Relationships and Creativity to every family we serve. And all the while, we believe some things in life shouldn’t ever change. We believe in doing things the cowboy way. Our word is our bond and our handshake is more binding than any contract.
Listen to Life Planning 101 with Angela Robinson. New episodes are added weekly.
We believe in doing things the cowboy way.Read More
Here you'll find the resources discussed on the Life Planning 101 podcast.
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.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An amusing and whimsical look at behavioral finance best practices for investors.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?