Advisory Solutions 

Advisory (ongoing, most common) 

Financial life plans have many moving parts, and the integration of its
components effectively is essential to success. At The Kennedy Jennings Wealth
Management Group, our flagship offering is dedicated, ongoing fee based
advisory service. We look deeply into your full financial picture: investment
management, tax considerations, risk exposure, cash flow, health
care options, insurance optimization, estate planning services, gifting
desires, and any other opportunities aligned with your circumstances. Then,
with your vision and values in mind, we work with you to put your money to
work in harmony as each chapter of your financial life plan unfolds.

Wealth Plan Design (one time, least common)

This involves a one-time customized Wealth Plan construction that
illustrates the probability of plan success, while offering a roadmap of what
actions are necessary for execution. After the plan is provided, it is 100%
client implemented without the guidance of the advisor. This option is best for
those comfortable managing all of their plan components and starts at a minimum
one-time fee and can increase according to plan complexity.