Plan Your Retirement With Confidence and Purpose
Straightforward Financial Advice for Humble,
Hard-Working Michiganders
Ready for Retirement Guidance?
Why Clients Choose
Kennedy Financial Group
Our clients are hard-working, humble savers who have built a successful life through sacrifice and making smart choices with their money.
They want to achieve a comfortable retirement without navigating complex decisions alone.
If you’re looking for…
Local financial partners who understand your faith, values, and priorities
The education, tools, and support you need to be a good steward of the money you’ve been blessed with
Collaboration,
honesty, and straightforward
financial advice
We might be a good fit for you.
Ready for Retirement Guidance?
What are Our Clients Looking For?
Personalized, Values-Based Financial Guidance
You get the guidance you need to invest wisely,
create retirement income, and intentionally manage
the taxes you pay.
Ongoing Education and Partnership
You have continuous, proactive support that gives you the confidence you need to make smart decisions about your money.
Access to Professional Tools, Strategies, and Knowledge
You get access to specialized tools and strategies to help you
create your retirement “paycheck,” seek growth while mitigating risk, and get the IRS out of your pocket.
Ready for Retirement Guidance?
You’re Aged 50+
You’ve Saved $500,000 (or More) for Your Retirement
But you have questions…
Can I retire without stressing about money?
Can I afford the retirement I’ve been dreaming of?
What should I be doing to minimize what I owe the IRS (and maximize what I keep)?
How should I invest when a crash could wipe out years of savings?
Have I overlooked something that will damage my future?
Ready for Answers?
Our 3-Step Guided Retirement Roadmap
empowers you with the education and confidence you need to approach retirement with confidence, purpose, and clarity.
Our 3-Step Guided Retirement Roadmap turns your complex situation into simple action steps and a clear path forward.
Our team travels the journey with you, taking on the administrative burden so you can focus on the last miles in your career
and putting your retirement dreams into action.
Your Retirement is Complicated—We Make it Simple
-About Us-
We Built Kennedy Financial Group
to Help You Be a Good Steward
of the Money You’ve Been Blessed With
A great financial partnership starts with shared values, a belief in education, and the power of hard work. Our mission is to empower you to make smart choices with your money.