Video Gallery

Business Succession Issues


Charitable Gifting Issues


Family Support Issues


Insurance Issues


Investment Issues

No strategy can guarantee profit or protection against loss.


Investment Issues – Apple Pie Analogy


Legacy Planning Issues


Retirement Planning Issues


Swiss Cheese Analogy


Tax Issues

VSR does not provide tax services. This advice is not intended to be used for the purpose of avoiding penalties or evading taxes, and cannot be used for that purpose.



Securities and Advisory Services offered through VSR Financial Services, Inc. a Registered Investment
Adviser and Member FINRA / SIPC. Kennedy Financial Services is independent of VSR.
Kennedy Financial Services is independent of VSR. Jim Kennedy is also an Investment Advisory Representative with VSR Advisor Services, an SEC Registered Investment Adviser.
While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Jim Kennedy is currently registered to sell securities products in
CA, CO, FL, MA, NM, OK, OR and TX. Jim and Aaron are also licensed to offer insurance products in TX and OR. The information included herein
should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim and Aaron are properly registered/licensed.

KFS DisclaimerSite Map • Copyright © 2012 Kennedy Financial Services • Ph: 254.629.3863 • Toll Free: 800.588.6381 • Search Engine Marketing by YMetric, Inc.