Brian Kennedy ChFC ®,CRPC®,CMFC ® ,CLTC,LUTCF

Brian Kennedy ChFC ®,CRPC®,CMFC ® ,CLTC,LUTCF

President

Visit my web site!

Phone: 717-774-7080
Fax: 717-920-7645
E-mail:

Brian Kennedy,ChFC ® , CRPC ® ,,,, ,CMFC ®  ,CLTC, LUTCF, President and  Managing Director of Kennedy Advisors Key FInancial Group LLC and has been an Insurance and Investment* professional since 1993.

Brian has been a member of the National Association of Insurance and Financial Professionals ,since 1993. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He specializes in the areas of

His clients include Baby-Boomers, Families, Business Professionals, and Small Business Owners. His exposure, experience, integrity and strategies are beneficial in assisting individuals in their efforts to seek maximum benefit planning, with the goal of increasing the standard of living throughout retirement.

Brian is a Chartered Financial Consultant (ChFC® ) .This is the "Advanced Financial Planning" designation conferred by The American College. As a ChFC professional he is qualified to assist individuals, professionals, and small-business owners with comprehensive financial planning, including insurance, retirement planning, investments, and estate planning. The ChFC curriculum provides the most extensive education of the widely recognized financial planning designations, requiring nine courses, each of which is followed by an exam.

He is a Chartered Retirement Planning Counselor(CRPC ® )))) ))))) )     )  )from The College For Financial Planning .The CRPC program is developed with a focus on client-centered problem solving. The study program to become a CRPC is an in-depth cirriculum of the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more. 

Brian's investment qualifications include his designation as a Chartered Mutual Fund Counselor(CMFC®),  a designation from The College For Financial Planning. Brian is a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp. and offers securities in PA,IN,CO.  He is also insurance-licensed in PA,IN,NJ,NC,VA,FL.

In addition he has been certified by The Corporation for Long Term Care,Inc. as a (CLTC) graduate.   CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

 Brian is a  Life Underwriting Training Council Fellow (LUTCF)  from The American College. He is currently matriculated with the American College and College of Financial Planning.

He is a member of Sagemark Consulting Private Wealth Services a preeminent group of financial planners within Lincoln Financial Advisors Corporation who have unparalleled experience in wealth management,business continuity,estate planning,insurance and sophisticated wealth transfer strategies. Brian is also a member of The Resource Group an alliance of top tier professionals within Lincoln Financial Advisors Corporation, connected by a common link of membership,camaraderie and caliber. Membership in The Resource Group is by invitation only, which helps protect our reputation as having the best minds within Lincoln Financial Advisors.

Brian is a qualifying member of the prestigious Million Dollar Round Table*** for 2003, 2004, 2005 and Court of the Table qualifier for 2006,2007,2008 and Top of the Table for 2009, 2010 and 2011.

He is an instructor and public speaker for many financial educational courses and seminars both locally and nationally. Many Financial Planning and Retirement courses, which he instructs, are sponsored and/or hosted by local colleges and Universities including HACC ,Central Pennsylvania's Community College and Penn State Harrisburg. 

Brian and his wife Kim reside in Camp Hill and in their free time enjoy skiing, water sports, working out and traveling. Brian and KAKFG ,LLC contribute to local youth athletics and other chartitable organizations in support of their goals. Kennedy Advisors Key Financial Group LLC enjoys "giving green to the charity scene".

Tax and Legal advice are not provided by Kennedy Advisors Key Financial Group  LLC or its associates.  Please consult with your personal attorney or CPA to assess how a strategy may affect your individual situation.

 ***Membership is based on sales criteria.
 

 

 

 

 

 

 

 

 

.