kennedy financial services has had the privilege of helping individuals and families manage, protect and build on their wealth for over 20 years. after a thorough evaluation of each of our clients needs, values, goals and risk factors, we develop a plan that helps our clients manage and protect the assets that they have worked so hard to acquire. more than financial planning, life planning is a strategic plan that sets goals, anticipates and avoids pitfalls, and is specifically tailored to address the serious issues of life.