With Americans now living far longer than previous generations, it’s become imperative that more affordable and flexible retirement options be available for a larger group of people. Unfortunately, the possibility of outliving savings and income is a harsh reality for many Americans. Furthermore, just one serious health problem or business or financial loss can mean that your current plan could be devastated. Incorporating insurance and investment options, we can help get you closer to a guaranteed income throughout your retirement.

Formulating an individualized plan, considering your current income level, the age of expected retirement, lifestyle plans and current savings and investments, our team strives to ensure that your retirement goals are achievable and realistic. By factoring in rising health care costs, inflation and tax considerations, we work to avoid the financial pitfalls that are often overlooked by less-than-knowledgeable financial advisors. Our all-encompassing approach to retirement is designed to help you solidify your investments and income level throughout your retirement years.

We establish plans with you and your family in mind because we want to make your retirement dreams come true. Find out more about our customized financial planning services by contacting the Kennedy Wealth Management team today.

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What are the benefits of getting a retirement income checkup? Watch the video below for more information.


In recent years, we’ve seen that aggressive and conservative products, both domestic and global, can move in tandem with one another. In other words, we have experienced market scenarios in which there is very little safety anywhere—even for diversified portfolios. Twenty-first-century asset protection calls for more than just strategic asset allocation. Product allocation—buying instruments that can protect your portfolio from negative returns early in retirement—is generally considered a more effective means of protecting assets. Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.