Our Team
At Kennedy Wealth Strategies, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
John Kennedy Owner | Financial Advisor
Jennifer Kennedy Owner | Medicare Specialist
Jessica Alexander Executive Assistant
Megan McDevitt Executive Assistant
Dan McGuffey Director | Client Specialist
Myles Hendrick Director | Client Specialist
COMPLIMENTARY EBOOK: Understanding Medicare
Not sure where to start with Medicare? We can help! Download this 16-page guide and get answers to the most common questions about Medicare, including:
What’s the difference between Medicare Parts A, B, C and D?
What's covered? And how much will I pay?
Is Medicare Supplement insurance or a Medicare Advantage plan right for me?
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Annuities
Attend Our Upcoming Event
We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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