We never discount the fact that we are responsible for managing our clients' life savings.
It is a responsibility that requires we hold ourselves accountable to the highest professional standards.

Our Specialties

Financial Planning

As a KIG client, you can rest assured that we monitoring and evaluating your investments for you. We believe that outcomes are achieved through mutual levels of accountability, which include account reviews. In addition to these reviews, we also evaluate your plan using a term we refer to as “Fire Drills,” in which we plan and prepare for unanticipated life events, such as death, disability, incapacity, along with many other unexpected events. These account reviews ensure that we remain accountable for your success and that your financial plan remains on track.

Our Financial Planning module encompasses a wide variety of specialties, including:

Wealth Management

Retirement Income Distribution Planning and Guidance

College and Post Graduate Planning

Legacy and Estate Planning

Multi-Generational Planning

Asset Protection Planning

Tax Planning

Corporate Retirement Plans

Business Succession Planning

Ask Us Anything
196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
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Kennedy Investment Group and Kennedy Insurance Services are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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