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Kennedy Wealth Management
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  • Our Founder
  • Our Expertise
    • Retirement Income Planning
    • 401(K) & IRA Pension Rollover Strategy
    • Long Term Care & Life Insurance Planning
    • Wealth Transfer, Estate Planning & Charitable Gifting
    • Investment Management
    • Social Security Maximization
  • FAQs
  • KWM Media
  • KWM Spotlight

WE OFFER EXPERT STRATEGIES, ASSISTANCE WITH STRATEGY IMPLEMENTATION, AND A COMMITMENT TO EXCELLENCE.

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Four in ten baby boomers have no retirement savings.

Kennedy Wealth Management

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 #OL71045

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