Kennedy Wealth Management, LLC

Kennedy Wealth Management, LLC Kennedy Wealth Management LLC We are your retirement specialists!

We are a fee based Registered Investment Advisor firm specializing in retirement lifetime income planning, inflation protection and asset preservation for 401k and IRA rollovers. We can help you formulate a retirement income stream you will not outlive while also assisting you in designing tax friendly strategies for your investments.

02/16/2023

Strategize for the Future With Kennedy Wealth Management -Schedule a consultation and meet our team.

-Dig into your financial data.
-Achieve success with a long
-term financial plan tailored for you.

Schedule a consultation TODAY!

02/16/2023

Our services are extensive; however, here is a breakdown of everything we offer: Retirement income planning services, 401(k) & IRA pension rollover, long-term care & life insurance planning, wealth transfer, estate planning and charitable gifting, investment management and social security maximization.

Are you interested in learning more? Get in touch with us today!

02/16/2023

You have worked hard all your life, saving along the way for your retirement, which is now upon you. Gone are the days of asking yourself, “When can I retire?” You are finally ready to transition to a new lifestyle of relaxing and enjoying the things you have long dreamed of doing.

You finally have the time to travel, reconnect with old friends, and spend more time with the grandkids. However, how realistic is this dream of retirement living if the market declines?

What can you do to protect yourself from running out of money in retirement? Download our FREE guide now to learn how. www.kennedywealthmgt.com/market-guide/

Wealth management is easy when the markets only go up and your life unfolds as planned. The actual value in wealth manag...
02/16/2023

Wealth management is easy when the markets only go up and your life unfolds as planned. The actual value in wealth management lies when things are not going as you expected – when the markets become shaky and unpredictable, and unexpected events threaten the future you have so carefully planned for.

Fortunately, there are ways Kennedy Wealth Management can help prepare for the unexpected so that you are ready no matter what.

While you cannot always keep bad news from arriving at your door, with some planning, you can mitigate its effects and protect the future you have worked so hard for.

The team at Kennedy Wealth Management can show you what you can do now to ensure you are protected later.

Social Security can be far more valuable than you realize. Not only does it provide annual inflation adjustments, but it...
02/16/2023

Social Security can be far more valuable than you realize. Not only does it provide annual inflation adjustments, but it is also one of the few sources of income you cannot outlive, and because your Social Security retirement benefit is a relatively known dollar amount, it is an essential consideration for your retirement plan.

Deciding when to take Social Security is often a complex question. To begin your analysis, we recommend you consider the following factors:

-Your health status
-Your life expectancy
-Your income needs
-Any plans for part-time or full-time work

If you are married, you would also consider your spouse’s:

-Health
-Life expectancy
-Work plans
-Survivor needs

Are you interested in learning more? Visit our website and get in touch with us.

Meet with one of our professionals who can help you move forward with confidence and a sense of direction in uncertain t...
02/16/2023

Meet with one of our professionals who can help you move forward with confidence and a sense of direction in uncertain times.

Download our FREE Inflation guide to ensure you are prepared for the unexpected!

Whether you are looking for investment management expertise or a more comprehensive planning approach for your overall w...
02/16/2023

Whether you are looking for investment management expertise or a more comprehensive planning approach for your overall wealth management needs, our team wants to get to know you.

At Kennedy Wealth Management, we strive to understand our client’s particular situations and financial goals; we create customized investment portfolios and wealth management strategies custom-fit to personal needs.

Most people need a will, including those who use trusts. However, there are different types of wills, as well as differe...
02/16/2023

Most people need a will, including those who use trusts. However, there are different types of wills, as well as different types of trusts.

What’s the best choice for you and your heirs?

We can help you review your options regarding wills and trusts. As a firm that specializes in retirement, we can guide you through the crucial steps of retirement and estate planning, including:

-Naming or updating beneficiaries on all retirement plans, life insurance, and financial accounts
-Making sure your accounts are accessible to your heirs
-Preparing for diminished capacity
-Creating spending plans for your surviving family

We are ready to help with reviewing your retirement and estate planning.

You deserve the best retirement possible. Let us help guide you to financial peace of mind with our retirement planning ...
02/07/2023

You deserve the best retirement possible. Let us help guide you to financial peace of mind with our retirement planning services.

Download our FREE retirement guide and prepare for the ideal retirement!

Inflation-proofing your portfolio comes down to investing in a diversified mix of assets with a high probability of eith...
02/06/2023

Inflation-proofing your portfolio comes down to investing in a diversified mix of assets with a high probability of either keeping pace or appreciating faster than inflation. While cash reserves are vital for short-term financial security, the threat of inflation gives a good reason to keep long-term money invested in assets that have the potential to appreciate.

If you want to learn more about inflation-proofing your portfolio, contact us today.

At Kennedy Wealth Management, our team partners with you to meet your evolving personal, tax, and financial planning nee...
02/03/2023

At Kennedy Wealth Management, our team partners with you to meet your evolving personal, tax, and financial planning needs. We help you make informed decisions and achieve your goals by assessing the complete financial picture.

Are you wondering how retirees with $500k+ portfolios preserve their wealth in retirement? Download our guide to learn t...
02/02/2023

Are you wondering how retirees with $500k+ portfolios preserve their wealth in retirement?

Download our guide to learn top strategies for wealth management before retiring.

Let us help you prepare to retire comfortably.

Address

23901 Calabasas Road, Ste 1064
Calabasas, CA
91302

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18182244177

Website

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