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What We Do

Lifestyle Financial Retirement Planning

Lifestyle Financial Retirement Planning

The most overlooked stage in retirement planning is the distribution of wealth you’ve worked hard to earn. We help turn your lump sum of savings into income that lasts throughout retirement and beyond.

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Understanding Medicare

Understanding Medicare

When not properly planned for, healthcare costs can wreak havoc on your retirement. Let’s assess your current coverage and identify opportunities to re-align your medical coverage with your current needs.

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Advanced Markets

Advanced Markets

Your financial life consists of many elements including managing risk, employee benefits, and estate planning. Every aspect of your wealth should work together toward your greater goals.

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College Planning

College Planning

73% percent of parents with children under 18 are worried about funding college costs. If this sounds like you, our team has a tax-favored savings solution that helps address those costs.

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Infinite Banking

Infinite Banking

Your financial life consists of many elements including managing risk, employee benefits, and estate planning. Every aspect of your wealth should work together toward your greater goals.

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Estate Planning

Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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The Kendell Financial Group is a proud affiliate of Cornerstone Financial

Did You Know?

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



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