We specialize in helping you design and implement a customized Retirement Roadmap so you can successfully complete your retirement journey!. At Kennedy Wealth Management we specialize in the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. Visit our media page for informational articles and videos featuring Kennedy Wealth Management.
To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture. If you would like to learn more about Kennedy Wealth Management or would like to schedule a complimentary, no-obligation consultation, please contact us today!
To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture. If you would like to learn more about Kennedy Wealth Management or would like to schedule a complimentary, no-obligation consultation, please contact us today!
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Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Calabasas, California based Registered Investment Advisor founded in 2008. For over two decades, Mark has been in the insurance and estate financial planning field and has personally focused on strategies surrounding tax planning, retirement income planning, and wealth transfer.
Messing up on your retirement planning isn't really a mistake that you can come back from. Retirement is the final stage of life, and if you didn't put in the time earlier in life to start saving for it, you'll have lost out on thousands of thousands of dollars. Saving for retirement isn't as easy as simply putting money in your piggy bank every week.
When it comes to your IRA or 401(k) investment funds, you do have options, but to be honest, there aren't many that won't cost you money in the long run. Keeping your 401(k) with your employer is often allowed, but you won't be able to contribute any more to your investment, and you could become vulnerable to fees and/or taxes.
As the oldest Baby Boomers begin to wind through their 50s, one of the biggest concerns may not be outliving income, but outliving good health. For seniors, home health care can cost $50,000 or more per year(1), and nursing home care can run as high as $80,000(2). Does your retirement plan account for this kind of possibility?
What is your legacy strategy for the people you love and care about? Without proper planning and guidance, estate taxes and income taxes can eat up a lot of your net worth and destroy the nest egg that you've worked so hard to build. Many people own pre-tax retirement accounts within their estate. These pre-tax IRA, 401k and qualified plans can be taxed, in some cases, as much as 85% of the value of the plan at your death!
Reviews (9)
Pam Fogel
Jan 17, 2022
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Elizabeth Johnson
Jul 27, 2021
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Mark and his team have been very responsive and thorough in guiding me through planning for retirement. Mark is very knowledgeable of markets and investment instruments and takes the time to answer all of my many questions. I appreciate the fact that they do not pressure the client but try to educate and tailor advice according to each individual's comfort level. I highly recommend Mark and his team to anyone exploring their retirement financial strategy.
Joyous Quilter
Jul 22, 2021
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Mark genuinely has his clients’ best interests at heart. He and his team work hard to set up a comprehensive long-term retirement plan to include all your assets, in a truly independent way, in order to provide you with a clear picture of all that you have and when each of those assets will play their part so that you are covered throughout all your retirement years.
Mark is very patient and will create, adjust and explain your tailored retirement plan until you fully understand it. Mark and his team are quick and efficient when the time comes to setting everything up. Long term, it is comforting
Mark is very patient and will create, adjust and explain your tailored retirement plan until you fully understand it. Mark and his team are quick and efficient when the time comes to setting everything up. Long term, it is comforting
Gary Lavine
Apr 30, 2021
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I have been using Kennedy Wealth Management (KWM)for ten years. Prior to using KWM I had no direction on how I could comfortably retire. Mark Kennedy's professional and truly caring demeanor with each interaction was very apparent. I have highly recommended KWM to relatives, close friends and others over the years and have been thanked for doing so. Once again, thanks to you Mark and your wonderful staff for ten years of financial advising and growing my net worth.
Vivek Ullal
Feb 17, 2021
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Mark has patiently explained how our retirement savings are doing. We felt very satisfied with the strategies he proposed, and other advice. He also used chart to illustrate the performance of the various funds. We felt satisfied with how the various investment vehicles were doing. Kennedy Wealth Management and AssetMark are doing an excellent job. We are clients since 2013.
Claude Klein
Nov 23, 2020
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We have been clients of Mark Kennedy’s for 5 years now. Mark’s recommendations always make sense, and we’re glad we have followed them. My priorities are safety, security and most importantly peace of mind, which I absolutely have working with Mark and his exceptional, professional team of associates.
Lorin Lapins
Aug 01, 2020
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We have been working with Kennedy Wealth Management and Mark Kennedy since 2016. Given the complexity of each transaction, Mark Kennedy has made all the variables very clear and easy to follow. He has also only recommended plans that fit our long term goals and requirements. His staff is always available to take care of any pending issues. I would highly recommend Kennedy Wealth Management.
Jim Abney
Dec 22, 2019
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We have been clients of Kennedy Wealth Management since 2011 and are extremely happy to be with them. As we approached retirement it was pretty evident that we needed someone who specialized in that area. We have worked directly with Mark Kennedy and his staff to create a plan that not only preserves our assets but also assures that we will not run out of money for as long as we live. Our previous stockbrokers were focused on trying to make money as fast as possible, but the risk and volatility seemed excessive for people in retirement. The approach that Mark Kennedy has makes much more sense.
Bonnie Blume
Dec 18, 2017
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We have nothing but the utmost respect for Mark Kennedy and his staff. We have had wonderful experiences with every meeting and event we have gone to. They have always been professional and courteous. We have complete confidence in our retirement and financial plan that Mark has set up for us and I honestly say I sleep pretty good at night knowing we are in good hands. I saw some of the negative comments and I can only imagine that people want to get something for nothing and I think Mark handled the criticism and accusations with graciousness above and beyond. I would highly recommend this firm
