Broker Check

 
Start Living LIFE on Purpose Today! The Cost of Procrastination When Do You Need a Will? The Junk Drawer Approach to Investing

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.


Call Out Box One Call Out Box One

Listen to Life Planning 101 with Angela Robinson. New episodes are added weekly.

Listen Now
 

We believe in doing things the cowboy way.

Read More
 

Here you'll find the resources discussed on the Life Planning 101 podcast.

Learn More
 

Helpful Content

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow