Connect with Top-Rated Financial Planners in Calabasas!

At Kennedy Wealth Management, we specialize in helping you design and implement a customized Retirement Roadmap to ensure a stress-free and comfortable retirement. Our team of experts provides comprehensive financial planning services, including retirement income planning, 401(K) and IRA pension rollover strategy, long-term care and life insurance planning, wealth transfer, estate planning, and charitable gifting. We prioritize building lifelong relationships rooted in confidence and trust, and our mission is to help you retire comfortably and stress-free.