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Estate

Why Everyone Needs an Estate Strategy

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Latest Blog Post

Are You Doing Everything You Can to Save Taxes?

March 21, 2023

Tax time is rapidly approaching. I want to encourage you to do one thing in 2023 about your taxes—don’t continue the grind. Stop. And let us help you map out your course for a potential Lifetime of Tax Savings.

Prioritizing Your Dollars

March 14, 2023

What do you value most? We forget that our money is a tool and it should be treated as such. Prioritize your dollars to match your values and don’t delay!

Do You Like Tax-Free Money?

March 07, 2023

Only 15% of US households contributed to a traditional or Roth IRA in tax year 2021. A Roth IRA is a retirement vehicle that can grow tax-free and can provide tax-free income.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC. Kennedy Financial Services and Smart Money Group, LLC are separate entities and are not owned or controlled by Calton & Associates, Inc.

Jim Kennedy, Aaron Kennedy, Angela Robinson, Bret Robinson, and Matt Ervin are currently registered to sell securities products in MT, OK, and TX.  Jim, Aaron, Angela, Bret, and Matt are also licensed to offer insurance products in AZ, CO, FL, IL, MT, NV, NM, NC, OK, SD, TN, and TX. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim, Aaron, Angela, Bret, and Matt are properly registered/licensed.

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Kennedy Financial Services
Office: 254.629.3863
Toll-Free: 800.588.6381
Fax: 254.629.3865

106 South Seaman Street
PO Box 904
Eastland, TX 76448

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