Welcome! Our motto is 'We help people think about the money'. Most people are not thinking about their money and the impact a death or taxes will have on their wealth's accumulation and distribution.
Many simply do not understand the impact of taxes on their money while alive and on their estate at death. Moreover, millions of people are pouring trillions of dollars into Bank CDs and risking safety of principal in the stock market when they could improve their tax situation and protect the value of their accounts by shifting a portion of their assets into safe tax deferred vehicles. What good is it to receive a 10% rate of return when 30% or 40% of it can be lost to taxes while we're alive? Worse, what good is that same 10% rate of return when 80% or 90% of it can be lost to taxes at death? Did you know that at their deaths, famous figures such as Natalie Wood lost 39% of her fortune to estate taxes, administration costs, and state death taxes while Walt Disney lost over 30% of his estate to these same liabilities?
Why aren't people better prepared? Because they rely on incorrect advice from friends, attorneys, and accountants without asking a knowledgeable wealth planner for help. Please browse our site and call us for a free consultation or to be added to our invite list for one of our upcoming workshops. We can provide you the right tools along with unbiased recommendations to protect and secure your fortune!
See Mark in the Media below:
Click on the left button to read Mark's latest articles
Watch below to see Mark being interviewed and featured on the Los Angeles news which aired on March 30, 2010 on KABC Channel 7 with KABC consumer reporter, Ric Romero
Check out the latest 2 Fox News and CNBC videos below to see how Mark Kennedy uses similar financial strategies to help retirees and seniors protect and secure their life savings from the risk of the stock market via Fixed Indexed Annuities and why this could be a wise choice for you if you're retired or nearing retirement. Click on the 'play' buttons below each video.
See below what FDIC Chairwoman Sheila Bair says about the increasing bank failures in 2010!