Our professionals are experienced advisors who offer innovative solutions to both businesses and individuals. Our focus is developing strong customer relationships for the long road ahead. Skills in a variety of fields allow us to address virtually any financial need, with the maturity, detailed knowledge, professional objectivity and comprehensive resources that you need to make the most of life’s milestones as you meet them. Our planners will use these tools, along with our detailed knowledge of your situation, to identify your current needs and develop strategies to help you meet your goals.
Our commitment remains to work closely with you in developing a clear picture of your financial situation and be an advocate to help you reach your financial goals. We do not sell financial products and we will not squander your time focusing on areas where there are no financial conerns.
Trust the professionals at Kennedy and Coe to:
- Provide an unbiased, realistic view of your present and future financial situation
- Develop a detailed inventory of your assets, liabilities, insurance and estate documents
- Evaluate your estate structure and related costs
- Evaluate the amount and cost effectiveness of your current insurance
- Evaluate your portfolio and risk tolerance
- Project and illustrate annual cash flow and annual capital growth
- Summarize all data and prepare a personal financial scorecard listing areas of need and concern based on your goals and objectives for the future
For more information, call 800-303-3241 or e-mail dlarson@kcoe.com.
Financial services are provided by Kennedy and Coe Wealth Management, LLC. Visit their website: http://www.kcoewm.com/. Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Insurance products offered through KC Insurance Agency, LLC. Investment advisory services offered through KC Investment Advisors, LLC. Kennedy and Coe Wealth Management, LLC, KC Investment Advisors, LLC and KC Insurance Agency, LLC are not affiliated with Securities America, Inc.