We have been with Kennedy Wealth Management since 2011 and couldn't be happier. Mark Kennedy created a plan for us which puts my mind at ease. Even with all the volatility of the stock market, I am confident that we will not outlive our money and that we will have a comfortable retirement. The staff at KWM is fantastic and the service is very personal. Mark does a great job of keeping us informed and educated about current conditions and all the things that retirees need to know. Besides educational events, he schedules regular social events to keep his clients engaged. We meet and relax with other clients and have made real lasting friendships. I guess the proof of our satisfaction is that we have referred several of friends to Mark who have joined his practice and are quite happy . The folks at KWM treat us like family and I couldn't recommend them more.