At KIG, your dreams become our goals,
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Our Specialties

College/Post Graduate Planning

On average, tuition tends to increase about 8% per year. An 8% college inflation rate means that the cost of college doubles every nine years.* Today, four years of college could reasonably cost over $200,000.

To ensure that you are properly prepared for the inflationary costs of college, we feel it is important that discussions begin as early as the birth of your child or grandchild. Early awareness and planning ensure that you are well prepared for when your child is ready to attend an accredited institution.

We’ll listen to your goals and educate you on the options available – including 529 plans, custodial plans, educational IRA’s, savings bonds, and ways to properly borrow for this expense if necessary – and devise a solid investment strategy to ensure your goals are met.

Post-graduate planning secures the management of school loans in conjunction with saving for short-term goals and retirement. We work with our clients to develop solid net worth acceleration plans that will allow them to excel net worth immediately upon entering the workforce.

*Source: http://www.finaid.org

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New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 5426 York Road, P.O. Box 779, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
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Kennedy Investment Group, Inc. ("KIG") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. KIG provides investment advisory and related services for clients nationally. KIG will maintain all applicable registration and licenses as required by the various states in which KIG conducts business, as applicable. KIG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.