Why Work with Kenney Wealth?
We help you save money
On your taxes. We provide our clients with comprehensive year-round tax planning services to keep your tax liability minimized.
On your investment fees. We do the research to select the investments with low expense ratios for their investment classes.
On your insurance policies. We'll sit with you to figure out the best value options for life insurance, disability insurance, and long term care insurance. We’ll also review your home and auto insurance policies for opportunities to lower rates.
On your mortgage. When you’re buying a home, we’ll help you get low interest rates and low fees on your mortgage. And we’ll let you know when it is time to refinance your existing mortgage.
We manage your investments for long term growth and efficiency
Our model portfolios are designed to grow long-term according to your risk tolerance.
We use tax loss harvesting to provide you offsetting deductions for your investment gains (on your taxable investment accounts).
We help you plan for your financial goals and dreams
Retirement and/or Financial Independence are too important to leave to chance. We’ll sit with you to determine how much you need to retire, and estimate when you can retire. Then we’ll design a plan and an investment portfolio to get you there. We’ll also meet regularly to check progress and make adjustments when needed.
Over 25 years investing experience
We have the experience building your wealth over the long term, both before and after you retire.
We keep your finances up to date and organized to save you time and stress
We review your financial statements and estate planning documents to check for errors and potential issues.
We securely hold copies of your financial documents for you. If there is ever a problem, or even a question, you call us.
Optionally, we can coordinate with your accountants, attorneys, and insurance agents.
We explain your investment information and financial plans in simple and easy to understand language
We provide you with short and concise financial plans with checklists to keep you on track.
We answer your questions with straightforward, jargon-free language.
We guarantee our work
If you are not satisfied or do not think we provided you a good value for your money, we will refund your fees for the last three months.