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Brian Kennedy AEP®, AIF®, ChFC®, CMFC®, CRPC®, CSA®, CLTC®, LUTCF®

30 Minute Client Call or Zoom Meeting

Clients: This session, via call or Zoom and limited to 30 minutes, is for existing clients to discuss questions or updates about their financial plans. It's not for full planning.

30 minutes
30 minutes
Brian Kennedy AEP®, AIF®, ChFC®, CMFC®, CRPC®, CSA®, CLTC®, LUTCF®

30 Minute Client Call or Zoom Meeting

Clients: This session, via call or Zoom and limited to 30 minutes, is for existing clients to discuss questions or updates about their financial plans. It's not for full planning.