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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Helping You Prepare
For Life’s “What Ifs”

You’ve worked hard for your wealth. But all it takes is one unexpected event to impact your or your family’s financial well-being. The untimely loss of a loved one, emergency medical services, market volatility - threats to your financial future are everywhere.

But the good news is, there are things you can do now to protect yourself and your family’s financial future. That’s where we can help.

About Us

Learn more about the Kendell Financial Group.

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Our Process

Get an idea of how easy it is to work with our team.

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How We Help

Our solutions are designed to protect your wealth and achieve your desired retirement lifestyle.

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Resources & Educational Information

Want to learn more about income protection, risk management, retirement planning and more? Check out our wealth of resources.

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Have a Question?

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