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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Technology tips to make your next trip even better.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.