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At Alexander & Kennedy Financial Group, our experience, knowledge and focus allow us to help deliver a higher level of custom retirement income services to each and every client. We don’t just help you plan for the future, we help you transition successfully to reach your retirement income goals. We believe we are called to serve as dedicated professionals, which is why we’re here for you every step of the way.
“We have a higher calling.”
– Roderick Liptrot, President of Alexander & Kennedy Financial Group
We understand that planning for retirement is about more than achieving a certain account balance – It’s about finding a way to live the life you want. That is why we focus on your goals as we deliver a wide range of services to help you achieve them.
Sports Management
Tax Minimization Strategies
Life Insurance
We are experienced, dedicated financial professionals committed to helping you establish a tax-efficient stream of retirement income to last a lifetime. We incorporate a wide range of custom retirement planning strategies to help you achieve your own version of retirement success.
Put simply, we’re your dedicated partner in planning for retirement.
Our four-step process will allow you to take the LEAD in your retirement income planning journey.
Download our complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
Schedule a call with a member of our team. We look forward to getting to know you!
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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
ARE-11649 | 22443 – 2022/11/28