Innovative Solutions with a Family Touch
We believe your financial strategy should be as extraordinary as your dreams. That’s why we’re passionate about building meaningful connections that are as strong as our financial plans.
We’re Geared to Help You Live Your Best Life
Our Gear Up Your Retirement process is designed to make sure all five essential elements of your financial strategy — income planning, investments, tax strategies, health care and legacy planning — work in sync to propel you toward your ideal retirement.
G ather information
E xamine your essentials
A ddress your gaps
R each for your dreams
We fulfill this process by focusing on the entirety of the retirement cycle. From the early stages of envisioning your future, to making the most of your retirement years, to making sure your legacy is remembered, we are here to help your financial plan:
Grow
Preserve
Give
Will your money last as long as you do?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
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Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
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Read how much the average person spends on health care today. (You might be surprised at the number!)
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Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
Education Equals Empowerment
Our informational seminars examine a host of financial topics that can impact your situation both now and in the future. We’d love to have you join us at an upcoming event, where we’ll share more about how we help families and individuals from all walks.
No events are scheduled at this time. Please check again soon!
Upcoming Event
Education Equals Empowerment
Our informational seminars examine a host of financial topics that can impact your situation both now and in the future. We’d love to have you join us at an upcoming event, where we’ll share more about how we help families and individuals from all walks.
No events are scheduled at this time. Please check again soon!
Upcoming Event
You’re with Family When You’re with Our Founder
“Family is big. Family is pretty much everything.” That’s the foundational belief of our founder, Ashleigh Kennedy. The daughter of a single mom, oldest of seven siblings and loving mother of four, Ashleigh’s servant’s heart and work ethic are as strong today as they were when she helped her brothers and sisters and graduated from the U.S. Naval Academy and law school.
Financial Confidence Is a Conversation Away
Contact us today to schedule your no-hassle, no-obligation meeting and learn more about the services, products and approaches we’ve provided to so many others just like you.
