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Straightforward Financial Advice for Humble, Hard-Working Michiganders
201 West Big Beaver Road, Suite 1001, Troy, MI 48084
Yes
Oakland University, Bachelor of Science, Finance
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My wife and I have been with Kennedy Financial Group since early 2015. In the first couple of years Brandon helped us understand our current financial position, recommended adjustments, and set a clear, very obtainable plan for retirement. In the months just prior to retirement, Brandon updated his recommendations to better align ourselves to the change in income sources and to minimize tax consequences. Brandon and his team made sure that we held regular ongoing reviews to discuss investment positioning, my future financial plans, and how the two would work together. Most recently, KFG assisted us with planning that allowed us to purchase a new home. This plan simplified approval processes, gave us a broader range of potential homes to consider, made funds available for after purchase upgrades, all while minimizing overall financial impact. Brandon and his team has always treated us as a real people who they value and are eager to serve. The team treats my requests/needs with unmatched eagerness and professionalism. We are truly grateful to be part of the Kennedy Financial Group family.
We are grateful for the guidance and support from the team at Kennedy Financial Group. We have been with Brandon for a number of years now and are now getting close to the final chapter of retirement. What has been the greatest support is the balance of the taxes along with the investments. In the past, we have been so focus on the growth aspect of our portfolio that having the balance of ensuring that we understand the tax impact of accessing our funds in a way that has the most savings has been helpful. Brandon has been honest and has guided us on what our vision was for retirement. Increasing our value was important, but providing a bigger picture of how we wanted to live our life together in the future has given us a sense of security. We are actually excited for that next step.
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