BEST WEALTH MANAGEMENT
Kennedy Wealth Management
23901 Calabasas Road, Suite 1000, Calabasas, CA 91302
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Years Won: 2014, 2013, 2012, 2011 (Best)
An individual in or near retirement cannot afford to take the same financial risks on their investments versus someone younger with more time to recoup potential losses. You need to be able to rely on a steady income stream designed to keep up with inflation incorporating wise strategic wealth planning strategies.
Our readers voted Mark Kennedy, a leading Financial Planner specializing in the Retiree/Wealth Transfer Preservation Market, as Number One for helping individuals achieve their financial goals. “I teach you how to preserve what you have, how to generate lifetime income streams from it, and simultaneously protect your accounts from losses.”