Financial Services & Planning - Harrisburg, Camp Hill, Lebanon, and Cleona

Financial Services & Financial Planning

Located in Harrisburg, Camp Hill and Cleona PA

Kennedy Advisors Key Financial Group LLC is a financial services firm that specializes in assisting seniors, business owners, professionals, and their families plan for a sound financial future through the establishment and implementation of  pre-retirement, retirement, financial and estate planning strategies.  We help our clients preserve and protect  their families and businesses utilizing tax reduction strategies and toward the fulfillment of their investment goals and objectives.

Retirement Planning

We offer full, qualified retirement planning services utilizing a wide variety of tax-favored plan designs.  Our advisors can not only help you save toward retirement without jeopardizing safety, but also help you devise and implement a distribution strategy.

Trust & Estate Planning Strategies

Through the use of various trust and other planning techniques, we can help you protect what you have worked a lifetime to build and make sure that your assets are distributed as you want them to be.

Investment Planning

We recognize the commitment and responsibility we undertake when we provide investment advice.  That’s why we listen closely to needs and objectives before recommending a course of action.  Then, after careful consideration and analysis, we’ll walk you through an asset allocation process that is designed to help you identify your goals and develop appropriate strategies to pursue those goals while taking advantage of asset building and risk management techniques.

Business Continuation and Tax Reduction Strategies

Working with your other professional advisors, we design, implement and provide funding alternatives for business continuity and/or business succession plans to protect against premature death or disability utilizing tax reduction strategies.

Protecting Your Assets

We help you protect what you have worked a lifetime to accumulate.  Utilizing a financial engineering process, we coach you through strategies that may not only help protect you from the many contingencies life may bring your way, but at the same time, help accumulate assets, increase your retirement income options and account for lost opportunity costs utilizing tax reduction straegies.

Our Commitment

We exist because of and for our clients — past, present and future.  We are committed to ensuring that our decisions and actions withstand their scrutiny and judgment at all times.  Kennedy Advisors Key Financial Group LLC draws its strength from their history and traditions of integrity and quality.