We are very excited to announce an expansion of our service offerings through a partnership formed of Kennedy Financial Services, Inc. and Blake M. Briscoe, CPA, PC!
This change will not impact your relationship, communication, or the work that is being performed by either company. This partnership will operate under the name Briscoe & Associates, LLC and will not be a CPA firm.
This company will continue to operate separately from Kennedy Financial Services. Our primary goals will be to accomplish two things:
- To offer you a collaborative planning, investment, and tax team that can support your personal and financial needs.
- To enhance both companies’ holistic approach to help further simplify your success issues.
If you’re unfamiliar with Kennedy Financial Services, Inc., we have been in business for over 30 years here in the great town of Eastland, Texas. Being a Life Planning and Wealth Management firm, we have a single mission—to help people Live Life on Purpose! We strive to be an industry leader with what we call the 8 Life Planning Issues:
- Family Support Issues
- Charitable Gift Planning Issues
- Business Succession Planning Issues
- Legacy Planning Issues
- Liability Issues
- Tax Planning Issues
- Insurance Issues
- Investment Issues
Focusing on continuous Leadership, Relationship,andCreativity with the families we serve, we do it all the cowboy way! For more information on the KFS Culture, please take a moment to check out https://www.kennedy-financial.com/kfs-culture. Also, be sure to browse our Learning Center for articles and listen to episodes of our Life Planning 101 podcast.
Blake M. Briscoe, CPA, PC has been led by Blake Briscoe since 2004. They’re based in Stephenville, TX and have always prided themselves in being proactive and flexible so that they can adapt to their clients’ needs and to support them from their unique position. They offer an array of tax and financial services for both businesses and families. These include, but are not limited to:
- Consulting services
- Bookkeeping
- Payroll
- Tax Preparation
- Software Implementation
- Professional Training for Bookkeeping Services
After working together successfully for fifteen years, we are looking forward to the opportunities this partnership offers our clients in a one-stop shop environment. Our primary goal is to help you confidently achieve your life and financial goals. In the meantime, please do not hesitate to contact us with any questions or concerns you may have. You can check out the new website for more information: www.briscoeandassociates.com. With two convenient office locations in Stephenville and Eastland and serving families and businesses across this great nation, let us help you plan with purpose!
We appreciate you!