ClarityProviding plain English advice.
FiduciaryWorking for you, not Wall Street.
ExperienceHelping hundreds of families.
When it comes to your financial life,
you've got a lot on your mind.
The thought of planning out your financial life can be overwhelming. We get it. In this day in age, there’s more choices than ever and sorting through them can become a full time job. We have a proven process to act as a guide to help you sort through this.
We Follow A Comprehensive Process
We Begin By ListeningWe begin by learning about you, your family and your financial situation. What is the money for? What are you planning for?
We Focus on Your PlanNext we focus on designing, aligning and consolidating a plan based on experience. We want to act, not react.
We Review Together RegularlyFinally, we setup regular reviews to communicate, course correct and refine our plan in an ongoing process.
Dave Ramsey SmartVestor Pro.
Brandon Kennedy is a SmartVestor Pro who is dedicated to understanding his clients' financial concerns. With a heart of a teacher, he provides customized, independent and objective financial advice to help his clients work toward financial independence.
Stressing About Finances? What Keeps You Up At Night?
Addressing Major Life ChangesDid you change jobs? Entering retirement? We’ll work with you to develop a game-plan to make sense of your new normal.
Where To Put Your MoneyWhether you’re paying off debt, saving for retirement or college, or making some lifestyle spending decisions, we’ll help you clarify where to direct your funds.
Being Properly InvestedInvesting in a 401k or 403b? Maybe you already have an advisor? We’ll take a second look to make sure you’re on the right track and give you peace of mind.
Protecting What You HaveWe begin with honest conversations about your experiences with money, your short and long term goals, and what’s currently in place.
Paying for CollegeCollege tuition is daunting. Remember, in just 390 paychecks your 3 year old is going to be graduating high school.
Getting startedRetirement seems so far away. How much do I save? Where should I save it? There’s no account minimums here. No account is too small to get started.
Brandon Kennedy: Your Personal Financial Planner.
Whether you're just starting your financial journey or planning for your retirement -- we are here to help guide, teach and diversify your financial footprint.