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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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