Ken Kendall, Cfp, Clu Email and Phone Number
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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
Kendall Financial
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Owner And PresidentKendall FinancialFlower Mound, Tx, Us -
Owner & PresidentKendall Financial 1968 - PresentIn 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. -
AgentOhio National Financial Services 2006 - 2022Cincinnati, Oh, Us -
Osj Branch ManagerTransamerica Mar 1994 - Jun 2006Baltimore, Maryland, Us -
Financial Services RepresentativePlan America/Texins Credit Union Oct 1991 - Mar 1994
Ken Kendall, Cfp, Clu Skills
Ken Kendall, Cfp, Clu Education Details
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Spring Arbor UniversityBusiness -
The American College Of Financial ServicesFinancial Planning And Services -
Certified Financial Planner BoardInvestment 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.
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