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Latest Blog Post

Why NOT to Buy Life Insurance

September 12, 2023

There are a number of reasons: It won’t happen to me—I’m not going to die anytime soon. I have more important financial priorities. I don’t want to think about dying! I’m healthy. I can get it later. Did...

Dutch-Treat Meals

September 05, 2023

Here’s some insights regarding the tax implications of business meals. There is a contradiction in the tax laws regarding personal living expenses, specifically personal meals and business meal tax deductions.

5 Tax Matters You Need to Know About

September 05, 2023

Changes to our tax system are not certain and are ever changing. So here we are again - a new day with new rules. Here are 5 things you need to be aware of, in no particular order.

Check the background of your financial professional on FINRA's BrokerCheck.

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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Copyright 2023 FMG Suite.

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.

  • SMG Form CRS (June 2022)
  • SMG Form ADV Firm Brochure (March 2023)
  • Calton Form CRS

Contact

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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