Welcome to Alexander & Kennedy Financial Group
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
How Living Benefits Protect You From The Unexpected
Retirement Income Planning Services Focused on Achieving Your Goals
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
Retirement Income Planning
In-Service Withdrawals
Dedicated to Helping You Reach Your Retirement Goals
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 Process
Our four-step process will allow you to take the LEAD in your retirement income planning journey.
L - Listen
We take time to understand your current financial situation, hopes and goals for the future, and any challenges that may stand in your way.
E - Evaluate
We evaluate your needs and offer actionable strategies to help overcome any challenges.
A - Action
We determine a course of action and then help execute upon your custom strategy.
D - Direct
We direct and modify your plan as your life and financial situation evolve over time.
Is your retirement plan built to withstand a bear market?
Download our complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
