Helping People Live Life on Purpose!

General Info

Navigating both the expected and unexpected financial demands that life brings requires more than financial planning. It requires an extensive financial road map unique to your life that can guide you, no matter the road conditions. Most people are unaware of many of their financial risks, or the crucial steps to take that could avoid future crisis for themselves, or their loved ones. The truth is, whatever your current situation, Life Planning is essential in helping you arrive where you need to be and avoid loss due to unforeseen events and unknown risk factors. Kennedy Financial Services has had the privilege of helping individuals and families manage, protect and build on their wealth for over 20 years. After a thorough evaluation of each of our clients needs, values, goals and risk factors, we develop a plan that helps our clients manage and protect the assets that they have worked so hard to acquire. More than financial planning, Life Planning is a strategic plan that sets goals, anticipates and avoids pitfalls, and is specifically tailored to address the serious issues of life. We are a family based Financial Service organization. Our primary expertise lies in providing you with a written financial plan designed to help you determine your risk tolerance in relation to your future financial needs. We then assist you with establishing your retirement strategy, with careful attention paid to tax issues, estate planning and wealth accumulation and distribution. Simply put, our goal is to help you retire successfully and to begin living life on purpose.

HoursOPEN NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phones:

Main - 254-629-3863

Fax - 254-629-3865

Toll-Free - 800-588-6381

Address:

106 S Seaman St Eastland, TX 76448

Email:

Contact Us

Link:

Helping People Live Life on Purpose

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investments, Stock & Bond Brokers

Services / Products

Family Support PlanningBusiness Succession PlanningLife and Retirement PlanningInsurance PlanningTax PlanningCharitable Gifting PlanningLegacy PlanningLiability PlanningInvestment Planning

Location

Kennedy Financial Services, A Life Planning Firm. Eastland, Texas. Jim Kennedy. Aaron Kennedy. Angela Robinson. Family Support Planning, Business Succession Planning, Life and Retirement Planning, Insurance Planning, Tax Planning, Charitable Gifting Plann

Amenities

We offer a family-oriented atmosphere.

Associations

Securities and Advisory Services offered through VSR Financial Service, Inc., a Registered Investment Advisor and Member FINRA/SIPC. Kennedy Financial Services is not owned or controlled by VSR.

Other Information

Parking: Street, Self, Free

Wheelchair Accessible: Yes