Ken Kendall, Cfp, Clu

Ken Kendall, Cfp, Clu Email and Phone Number

Owner and President @ Kendall Financial
Flower Mound, TX, US
Ken Kendall, Cfp, Clu's Location
Flower Mound, Texas, United States, United States
Ken Kendall, Cfp, Clu's Contact Details

Ken Kendall, Cfp, Clu work email

Ken Kendall, Cfp, Clu personal email

Ken Kendall, Cfp, Clu phone numbers

About Ken Kendall, Cfp, Clu

Do you love your 401(k)? Do you think our economy is in great shape, and do you think taxes will go down in the future? If the answer to those questions is “no,” then ask yourself this:If something that you thought was true about your money turned out to be false, when would you want to find out? Probably as soon as possible, right?Let’s challenge some of the things that you may believe about your money and your retirement plan. There are three Big Lies about getting more spendable income in retirement:Lie #1: You can save taxes by contributing to your qualified retirement plan. All you’re really doing is postponing the tax to a future date.Lie #2: The rate of return on your retirement portfolio is important. It’s not as simple as it seems.Lie #3: Investment firms only make money when you make money. They always charge you fees, no matter if your portfolio goes up or down.The bottom line is you have the power to overcome these lies and even turn them to your advantage. And if you understand some basic truths, you can avoid many of the mistakes that can destroy your hope of a golden retirement. How? By using the same type of strategy that banks and wealthy people use, as they have a large portion of their money in life insurance.The catch in being able to get this very special type of account is that you do have to qualify to get it. But by properly utilizing this type of strategy, you may be able to increase your spendable income in retirement by 30% to 50%.If you want to get an idea of how this type of account might potentially benefit you. I encourage you to copy and paste the link below, watch the video, and answer a few basic questions. Then we'll set a free 30-minute conversation with you to see if this could benefit you.http://betterretirement.infoOr contact me directly:ken@kendallfinancial.net | (214) 695-5448

Ken Kendall, Cfp, Clu's Current Company Details
Kendall Financial

Kendall Financial

View
Owner and President
Flower Mound, TX, US
Employees:
8
Ken Kendall, Cfp, Clu Work Experience Details
  • Kendall Financial
    Owner And President
    Kendall Financial
    Flower Mound, Tx, Us
  • Kendall Financial
    Owner & President
    Kendall Financial 1968 - Present
    In the market meltdowns of 2000 and 2009, a lot of plans that people had made were impacted in a very negative way. During this time, I observed two major problems with traditional financial planning – the effects volatile markets can have on retirement savings, and the taxes that can turn out to be much higher than what people had planned for.I began searching for answers regarding what people could do differently. After much research into what wealthy people and banks do to avoid such pitfalls, I learned about a strategy of using specially designed life insurance to avoid volatility and excessive taxes. Overall, I realized that retirement planning is like mountain climbing – you not only need to get up the mountain but back down it as well. By using this method, which utilizes the most tax-favored financial vehicle in the IRS code (life insurance), my clients are now using a strategy favored by banks and the wealthy.I have taught financial planning seminars at local colleges, as well as for several businesses, churches, and community organizations. As president and founder of Kendall Financial LLC, I have more than 50 years of experience in financial services. I am a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP™), and a lifetime member of the Million Dollar Round Table.
  • Ohio National Financial Services
    Agent
    Ohio National Financial Services 2006 - 2022
    Cincinnati, Oh, Us
  • Transamerica
    Osj Branch Manager
    Transamerica Mar 1994 - Jun 2006
    Baltimore, Maryland, Us
  • Plan America/Texins Credit Union
    Financial Services Representative
    Plan America/Texins Credit Union Oct 1991 - Mar 1994

Ken Kendall, Cfp, Clu Skills

Estate Planning Financial Analysis Investment Strategies Retirement Plan Consulting Family Financial Plannine Active Listener Life Insurance Strategies Confidentiality Of Client Services And Needs Retirement Income Strategies Financial Security 401 K Rollovers Ira Rollovers Education Expense Knowledge And Planning Mortgage Planning Guidance For Family Financial Security

Ken Kendall, Cfp, Clu Education Details

  • Spring Arbor University
    Spring Arbor University
    Business
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • Certified Financial Planner Board
    Certified Financial Planner Board
    Investment Planning

Frequently Asked Questions about Ken Kendall, Cfp, Clu

What company does Ken Kendall, Cfp, Clu work for?

Ken Kendall, Cfp, Clu works for Kendall Financial

What is Ken Kendall, Cfp, Clu's role at the current company?

Ken Kendall, Cfp, Clu's current role is Owner and President.

What is Ken Kendall, Cfp, Clu's email address?

Ken Kendall, Cfp, Clu's email address is ke****@****ail.com

What is Ken Kendall, Cfp, Clu's direct phone number?

Ken Kendall, Cfp, Clu's direct phone number is +197287*****

What schools did Ken Kendall, Cfp, Clu attend?

Ken Kendall, Cfp, Clu attended Spring Arbor University, The American College Of Financial Services, Certified Financial Planner Board.

What skills is Ken Kendall, Cfp, Clu known for?

Ken Kendall, Cfp, Clu has skills like Estate Planning, Financial Analysis, Investment Strategies, Retirement Plan Consulting, Family Financial Plannine, Active Listener, Life Insurance Strategies, Confidentiality Of Client Services And Needs, Retirement Income Strategies, Financial Security, 401 K Rollovers, Ira Rollovers.

Who are Ken Kendall, Cfp, Clu's colleagues?

Ken Kendall, Cfp, Clu's colleagues are Brian Hesler, Travis Bostick, Bonny Sharp Kress.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.