A Guide on Your Family's Financial Journey.
When you partner with us, we promise to put your best interests above all else. Through plain English financial plans and proactive communication, it is our mission to help families make smart decisions about their finances for a lifetime.
Clarity
Providing plain English advice.
Fiduciary
Working for you, not Wall Street.
Experience
Helping hundreds of families.When it comes to your financial life,
you've got a lot on your mind.
The thought of creating and implementing a financial plan on your own can be overwhelming. We get it. Today, there are more choices than ever and sorting through your options can become a full time job.
We Have Developed & Refined A Process
For Guiding You On Your Financial Journey
Focus on What Matters
We start by focusing on what matters. Our goal is to learn about you and your family, your occupation, financial experiences, and the goals and dreams that you have for the future.
Address What We Can Control
Next we implement a financial plan that will address what we can control. In plain english, we'll provide a next step action plan for saving, investing, and protecting your assets.
Make Course Corrections
Your life and your goals will change over time. We'll plan to work together each year to make course corrections along the way to make sure you're still on track for your plan.
Dave Ramsey SmartVestor Pro.
Brandon Kennedy is a SmartVestor Pro who is dedicated to understanding his clients' financial concerns. With a heart of a teacher, he provides customized, independent and objective financial advice to help his clients work toward financial independence.
Stressing About Finances? What Keeps You Up At Night?
Addressing Major Life Changes
Did you change jobs? Entering retirement? We’ll work with you to develop a game-plan to make sense of your new normal.Where To Put Your Money
Whether you’re paying off debt, saving for retirement or college, or making some lifestyle spending decisions, we’ll help you clarify where to direct your funds.Being Properly Invested
Investing in a 401k or 403b? Maybe you already have an advisor? We’ll take a second look to make sure you’re on the right track and give you peace of mind.Protecting What You Have
We begin with honest conversations about your experiences with money, your short and long term goals, and what’s currently in place.Paying for College
College tuition is daunting. Remember, in just 390 paychecks your 3 year old is going to be graduating high school.Getting started
Retirement seems so far away. How much do I save? Where should I save it? There’s no account minimums here. No account is too small to get started.
Brandon Kennedy: Your Personal Financial Planner.
Whether you're just starting your financial journey or planning for your retirement -- we are here to help guide, teach and diversify your financial footprint.
