Retire from work – Not life

Value Statement

I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.

 

 

Working with a Certified Financial Planner™ (CFP®) professional

There are a variety of attributes that you can expect from an advisor with the CFP® certification, including: 

  • being well-versed in developing integrated wealth management plans;
  • a robust theoretical and practical knowledge of investment products and services;
  • an unwavering commitment to the highest ethics; and
  • a steadfast commitment to putting your interests first.

Taking the next step


Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation please contact me.

Bulletin Board

Holly Kennedy, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

563-441-3940