Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
You can search for articles and topics below:
Where Are You Getting Advice?
The role of a life planner is to help individuals define what it means for them to live life on purpose, understand future goals, current situation, family dynamics, and feelings about risk, and then identify the right professionals to involve at the appropriate times.
Contact Kennedy Financial Services:
Phone: (254) 629-3863 | Online: www.kennedy-financial.com
Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.