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Start Living LIFE on Purpose Today! A Bucket Plan to Go with Your Bucket List 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 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.

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

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We believe in doing things the cowboy way.

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

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Helpful Content

Capital Gains Tax Estimator

Capital Gains Tax Estimator

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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Succeeding at Business Succession

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much of your Social Security benefit may be considered taxable.

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Assess whether you are running “in the black” or “in the red” each month.

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

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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$1 million in a diversified portfolio could help finance part of your retirement.

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Understanding the cycle of investing may help you avoid easy pitfalls.

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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.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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