About Us |
Jeff Kennedy | Retirement Planning Specialist
JEFF KENNEDY of Kennedy Advisory Group, LLC, has been in the Financial Services Business since 1971 and has helped thousands of clients over the years to Accumulate Wealth while at the same time save on Taxes. Jeff actually started in the Insurance Industry right out of "The University of Alabama" in 1971, after enlisting in the United States Army National Guard in which he served six years. Those days were fun and I remember you could buy an new Buick Electra 225 Limited for less than $3000 and build a house for $10 per square foot with all the trimmings. Gas was a quarter a gallon then too. Times have really changed and inflation has taken its toll on us all. It was rare to become a Millionaire back then too. Today it's not that big of a deal and many of us have achieved that goal easily. So I say to you, a Million bucks won't buy you that much income today. If you invest it at 5%, it will produce $50,000 per year, but it is perpetual, as long as you don't lose any of your principal. BUT INFLATION WILL ERODE YOUR BUYING POWER. That new Buick is now $30,000. Sure it's been 45 years, but you see from that example you must factor in inflation in your long term planning process to be sure you don't run out of money before you run of of life, and living to age 100 is a reality today thanks to modern medical technology. You really don't want to outlive your money! We all really have the same goals:
1. PRESERVATION OF CAPITOL 2. A DECENT RETURN 3. LIFETIME INCOME I show my clients how to achieve these goals with NO RISK and NO Loss of Capitol. If this sounds like something you would like more information about, please give me a call. As one approaches retirement, we all are faced with the decisions of Medicare, Social Security, 401(k), IRA and Pension Funds. What are all my choices, which one works best for my situation and who can I consult that knows the answers and can advise me on all the choices I face and can help me make intelligent decisions. Most of the choices you must make are irreversible, so you really want to get good advice and get it in advance. If you are even close to that point in your life, please give Jeff a call and ask for a personal meeting. Jeff works the old fashion way that he started off working 45 years ago. He will come to your house and sit down with you and your spouse, around the kitchen table and review your situation in detail. There is no charge for this consultation and he only ask that if you like his ideas and suggestions and he offers products and services that would work for you, that you do business with him and refer him to your friends and associates. Fair enough? If so, give Jeff a call for a no obligation consultation. BUSINESS OWNERS- If employee benefits are eating up profits, then it might be time to do a complete review of your current benefits being offered to your employees. If you have less that 50 employees, there are many options available on Health Insurance. I have shown many employers how to save THOUSANDS OF DOLLARS, annually and the employees end up with the same or better benefits (including BC/BS). If you offer a retirement plan such as a 401(k) plan, I can usually save you money on annual admin fees , and also ways you as an owner, can max out contributions for yourself. I review all benefits offered and most of the time can shop those benefits for you, resulting in lower premiums and better benefits. No Consultation fees either. Give Jeff a chance to show you how he can save your company money and increase benefits, while improving employee loyalty. |
LUTCF, MILLION DOLLAR ROUND TABLE, qualifying member, National Association of Life Underwriters, Society of Certified Senior Advisors, Member- The University of Alabama Denny Society.
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What Is Capital Preservation, And How Can You Achieve It?
People who are approaching retirement or are already retired typically find that their desire to take on more risk has lessened considerably. This aversion to risk is why many seniors choose more conservative investment paths, such as capital preservation. Capital preservation aims to mitigate against loss inside a retiree’s portfolio by using specific products associated with minimal risk... Continue Reading |
Glenn Turner | Retirement Planning SpecialistGlenn Turner started in the Financial Services business in 1992 and is still going strong after 28 years, having helped hundreds of clients with their financial needs. Originally from Nashville, TN, Glenn moved to Atlanta, GA in 1985. and graduated from Georgia State University with a major in Finance.
Although Glenn initially began his career with Oppenheimer, he co-founded The Volume Investor (later Neovest) in Atlanta in 1992 which utilized computerized approaches to identify hidden valuations and opportunities in the stock market. The start-up grew to 50 employees and eventually sold to JP Morgan. After a brief stint at Bank of America Investments (2001-2003) as the exclusive financial representative to the NW Business Banking Division, he founded Glenn Turner Investments, Inc which specialized in Global Equity Portfolio Management. The 10 years that followed involved helping clients achieve their financial goals by active, hands-on implementation of sophisticated financial strategies. However, health issues forced Glenn to sell his business in late 2014. After recovering and taking up employment at Wells Fargo for a number of years, Glenn discovered Safe Money Radio and knew he was the perfect fit. His background in and exposure to Financial Services, Equity Strategies, and Banking greatly complimented the call for Retirement Planning. He recognized that, in these times, with modern technology, it made a lot of sense to utilize cutting edge products to, not only reduce the risk of losing money but to eliminate it altogether. Now, working side by side with radio personality Jeff Kennedy, Glenn is in the business of educating clients on how to capture the upside performance of the market and how to keep these gains year after year. Glenn has made it his mission to reach as many people as possible in order to help maximize their quality of life. Glenn lives in Atlanta GA (commutes to Birmingham) with his wife Candy. The two enjoy 5 grown children. Both he and Candy have a passion for couples dancing; primarily Two-Stepping, West Coast Swing, and Ballroom. You can often find them at a venue on the weekends enjoying the dance floor. Glenn and Candy are active members of their church and Glenn has served as chaplain at a county jail for the last 5 years. |
Our Services
What We Offer |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Listen Every Week!
Definition of Insanity
By: Jeff Kennedy
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Jeff’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
We Love To Meet New People!