Kennedy-Catalano Advisors Key Financial Group LLC (KCAKFG, LLC) is a financial services firm that specializes in assisting individuals, business owners, professionals, seniors and their families plan for their financial future through the establishment and implementation of pre-retirement, retirement, financial and estate planning strategies using a "holistic approach."
We help our clients preserve and protect their families and businesses by utilizing tax reduction, investment and insurance strategies to reach and fulfill their goals, vision and objectives.
We believe a 'Holistic Approach' is the best approach in developing a financial plan. Holistic financial planning is the process of meeting your life goals through the proper management of your resources. Life goals can include buying a home, saving for your child’s education, planning for retirement, or leaving a legacy. The process involves gathering relevant financial information, setting life goals, examining your current resources, and developing a plan for how you can meet your goals given your current situations, future plans,vision and dreams.
The following videos (click on link below) will provide you an overview of frequently asked questions :
KCAKFG, LLC currently instructs Retirement and Financial Planning Educational Courses sponsored by local schools and universities
"By failing to prepare, you are preparing to fail" - Benjamin Franklin