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.