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WE WANT TO HELP YOU SLEEP COMFORTABLY AT NIGHT WITHOUT WORRY.

MANAGING YOUR 401K

TAKE CHARGE OF YOUR FINANCIAL LIFE

Highlights Include:

  • Powerful information that could potentially save you thousands in taxes and fees

  • Tips to help put you one step ahead in your retirement preparations

  • Critical mistakes that cannot be corrected (and how to avoid them)

  • Working with the right financial professional as you approach retirement

For a complimentary consultation please fill out the form.

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WE'LL TEACH YOU:

  • What you can do with company stock (that may save you thousands in taxes).

  • The dangers of holding too much company stock (and what to do about it).

  • Tax mistakes you can't afford to make with your 401k rollover or Qualified Plan.

  • How to prevent job losses or money emergencies from derailing your finances.

FIVE ACTION STEPS

YOU SHOULD TAKE NOW

#1 Roll Over Your 401k to Access More Investment Choices (That Benefit You)

#2 Keep More of What You Earn By Slashing Expenses

#3 Don't be Tempted to Cash Out

#4 Take Control of Your Financial Life

#5 Work with a Financial Professional

Start Today!

Mark Kennedy, Kennedy Wealth Management LLC and Kennedy Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Any tax advice implied or offered is from the personal opinions of the website authors and should be confirmed by a competent attorney or tax professional. Insurance services offered by Kennedy Financial & Insurance Services Inc, CA Insurance Lic #0B51501

© 2017 Kennedy Wealth Management - All rights reserved.

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