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
New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 426 York Road, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
© 2022 Kennedy Investment Group. Privacy PolicyDisclosuresFORM CRS
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.
*Stocks above indicate the biggest daily movers.
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.