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Jeff Kennedy

About Jeff Kennedy

Jeff works the old fashioned way that he started off working 45 years ago. He will come to your house and sit down with you and your spouse, around the kitchen table and review your situation in detail. There is no charge for this consultation and he only ask that if you like his ideas and suggestions and he offers products and services that would work for you, that you do business with him and refer him to your friends and associates. Fair enough? If so, give Jeff a call @ 205-222-2487 for a no obligation consultation. Websites: kennedyfinancialcenter.com | jeffkennedy.retirevillage.com

Office: (205) 222-2487 | Kennedy Advisor Group

Articles by Jeff Kennedy

Have You Planned For The Financial And Emotional Impact Of Caring For Your Parents?

November 16, 2021/in Annuities, Retirement Planning/by Jeff Kennedy

“It can be wonderful to grow old with your parents. However, you’ll need strategic planning to ensure that caring for aging relatives doesn’t drain your emotional and financial resources.” –Jeff Kennedy. For the last 25 years, Barbara and her mother Delores had lived miles apart, seeing one another mostly on holidays or during vacations. While […]

What Is Capital Preservation, And How Can You Achieve It?

September 25, 2021/in Estate Planning, Investing, Retirement Planning/by Jeff Kennedy

“If you’re approaching retirement and have a low risk tolerance, a capital preservation strategy may be your best option.”- Jeff Kennedy People who are approaching retirement or are already retired typically find that their desire to take on more risk has lessened considerably. This aversion to risk is why many seniors choose more conservative investment […]

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