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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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Call Out Box One Call Out Box One

Listen to Life Planning 101 with Angela Robinson

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Call Out Box Two

The KFS Culture – We believe in doing things the cowboy way

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Call Out Box Three

8 Life Planning Issues – The core of our business is 8 life planning issues. Find out what these issues are and how they apply to you

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Helpful Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Jane Bond: Scaling the Ladder

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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