Why Us (Our Promise)

It’s our promise to be there at every turn. Guiding you along life’s journey, wherever it may take you. Jack Kennedy III

Our Promise



“KIG understands that your financial plan is your plan for life. Protecting you and your family’s future is much more complex than simply managing numbers. It’s about being there at every turn to guide you along life’s journey. Providing the expertise, exemplary care, confidence and financial well-being you need today and creating a personal financial pathway to a better tomorrow. Working to exceed expectations at every moment in between.

That’s our passion and where we excel. More importantly, it’s our promise – for life.”

Our team has over 125 years of experience, we know that any successful plan begins with carefully listening and understanding your personal needs and goals. Your success is our success and that starts with paying our experience forward from the first appointment. It’s about understanding your financial blueprint better than you could possibly understand yourself. As your trusted adviser, we are driven by a singular commitment to deliver financial success and confidence, driven by a passion to exceed your highest of expectations. Placing accountability above all else and always going above and beyond. Whether advising on your everyday spending, retirement planning, investments, insurance, college savings or any other financial need, we’re committed to providing the confidence and knowledge you need to be prepared for life’s uncertainties. Empowering you with the tools and advice to prosper both today and tomorrow, helping to enrich your life and that of your family.

This is a responsibility we understand and passionately embrace every day. Reciprocating value. Ensuring your financial care for life. 


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