Brian Kennedy, CMFC,CLTC, LUTCF
Brian Kennedy, 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 (NAIFA) since 1993. 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'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
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.
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.
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.
Brian focuses on helping investors accumulate, preserve and protect wealth and plan for the distribution of wealth, in life and in death, in the most tax advantageous manner. He has helped clients protect their hard earned assets from estate taxes as well as conserve and distribute those assets for the benefit of their heirs.
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