Success is not defined by retirement itself. Success is achieving the financial freedom
to wake up every day doing the things you love to do, not the things you have to do.
In the simplest sense, retirement is achieving financial confidence in every aspect.

Our Specialties

Retirement Planning

We understand that the emphasis placed on retirement planning changes throughout your life cycle. Early in your working life, retirement planning is about setting aside enough money for retirement. During the middle of your career, it might also include setting specific income or asset targets and taking the steps to achieve them. In the few years leading up to retirement, the emphasis changes to non-financial, lifestyle aspects.

As you prepare to make the transition into retirement, we’ll also assist with calculating the best time for you to receive your retirement income and distributions, as this is a critical component in maximizing your success.

As your financial partner for life, we work with you and ensure that your goals are sharply in focus as we guide your transition into retirement.

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
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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.