Broker Check

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.

Learn more
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.

Learn more
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.

Learn more
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.

Learn more
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.

Learn more
Estate Planning

Estate Planning

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

Learn more

The Kendell Financial Group is a proud affiliate of Cornerstone Financial

Did You Know?

Have a question? We're ready to help.

Thank you!
Oops!