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 30 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
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
It may help your business be better prepared in the event of the death of a principal or key employee.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Here’s a guide to explain all the parts of Medicare.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
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.