Financial Planning

At Kenneally & Company, we take a practical approach to personal financial planning. We review and analyze our client’s current situation, provide advice and help to set realistic goals in the following key areas:

• Personal net worth review
• Setting financial and life goals
• Personal budget management
• Wealth management
• Risk management and insurance review
• Education planning and college savings
• Investment review and planning
• Retirement planning
• Estate planning
• Income tax planning
• Trust management
• Debt restructuring and consolidation
• Long-term care planning

We are fee only planners that do not sell products or accept commissions. We provide a concise financial planning report that outlines our recommendations. This practical document is an action plan and a blue print to help clients achieve their goals.

Our comprehensive and creative approach provides oversight and personal security to clients and their families.