Kennedy Wealth and Tax Management
Our time honored process consists of the following
Initial Meeting
We listen to your concerns so that we can fully understand your goals, needs, and challenges. You will discover that we offer a higher level of service to help you succeed.
Mutual Discovery
Starting from the ground up, we analyze your annual spending requirements. Only then are we able to construct intermediate and long-term checkpoints that guide us along your journey to a dignified retirement.
Preparing a Roadmap
We prepare a Roadmap to guide you through the many changes in your life, protect your family’s assets, and help you achieve your goals.
Regular Check ups
Once your plan is in place, we make sure you stay on track by meeting regularly with you. As we meet, we ask that you bring a long-term mindset to the relationship, and share in our goal of providing an outstanding client experience.
Investments
An enduring investment philosophy is critical to a quality client experience. Most prospective clients come to us confused about their current investments, owning a collection of products with no clear focus or strategy. Too often, they have been sold investments without sufficient analysis or understanding of their unique tax situation.
We believe that markets work and provide the best opportunity to grow your wealth. However, they are, by nature, uncertain. We add value in ways we can control.
We strive to capture market returns by creating a well-diversified portfolio whose design is grounded in rigorous academic researce. We minimize trading costs, and seek tax-efficient trading which ultimately rewards our clients with a better experience. Our approach is consistent, enabling us to set realistic expectations and match them to your stated goals.
Retirement
Clients preparing to retire face a unique set of challenges. These clients have important once-in-a-lifetime decisions to make:
- When is the best time for you to take Social Security?
- How does Medicare and Medigap Insurance work?
- When should you start taking pension and retirement account distributions?
- How do you minimize your tax burden during retirement?
- How much do you spend annually to live your chosen lifestyle?
We explain your options, advise you on choices that help you feel secure, and recommend tax efficient retirement distribution strategies.