Kennedy Wealth and Tax Management
Welcome to Kennedy Wealth and Tax Management
We realized from the beginning that to provide outstanding client service, we had to be independent. Free to make choices and decisions in a way to best serve our clients. Free to help our clients attain financial security based on their individual goals and not have to satisfy a sales quota. And free to learn what matters most to our clients.
We build deep, lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service. We have been pleased to watch our clients grow and prosper through these enduring relationships
Services We Offer
One Chance to Retire Well
Watch as Kevin explains how to make the most of your 'One Chance.'
Some Additional Materials for Your Use
Additional Resources
We've put together some additional resources we hope you may find helpful. Simply click on one of the items below.
Featured Article
How Should I Manage My Retirement Plan?
You may want to adjust your investments based on your particular situation....
We would love to hear from you
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Working Together
Your family is important to you. Your family is important to us as well. That’s why we take the time to understand your unique situation—your goals, your needs, the hopes that you have for your children. Together we’ll implement a plan tailored for your unique situation.