Retirement planning in plain English.
R. Renee' Kennedy is a Certified Financial Fiduciary helping Germantown and Memphis families plan for retirement and beyond. We start with education, so you understand your options before you decide anything.
Prefer to talk? Call 901-508-2433
Next Will & Trust Workshop: Monday, October 12 at 6:00 p.m.
The Great Hall, 1900 S. Germantown Rd., Germantown. More dates: Oct 26, Nov 9, Nov 16, Dec 7 and Dec 14. Call 901-508-2433 to save your seat.
HOW WE WORK
1. A free conversation. We listen to your goals and review where you are today.
2. Education first. We explain your options in plain language, with no obligation.
3. Your plan. We build a retirement strategy around your needs and stay with you as life changes.
Renee' Kennedy is a Certified Financial Fiduciary (CF2), a designation issued by the National Association of Certified Financial Fiduciaries.
Who we help
Individuals, families and business owners who are approaching retirement or already retired.
Most of our clients are between 55 and 75. We serve Germantown, Memphis and clients across the United States.
What we help with
Retirement planning and retirement distribution planning
Roth conversions, Roth IRA and 401(k) rollovers
Tax planning strategies
Clarity Capital System
Legacy and estate planning
Business succession planning
Asset protection
Life insurance
Why a fiduciary?
A fiduciary is obligated to put your interests first. Recommendations should fit your goals and circumstances, not commissions or sales quotas.
Renee' has held the Certified Financial Fiduciary designation since 2020. See what it means and how to verify it.
Fangs in Your Finances
Renee's book explains four retirement traps through real-life stories, in plain English. Order a personally signed copy from the Fangs in Your Finances page, or find it on Amazon.
AAA Life Solutions
"Renee' is looking for a relationship and not a transaction."
Terry Griffith
Watch client stories
Based in Germantown, Tennessee, serving clients across the United States. 30 years in financial services. As seen on NBC, FOX, ABC and CBS.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.