SERVICES

SERVICES FOR INDIVIDUALS, COUPLES, AND FAMILIES:
Asset Management
Investment Advice
Financial Planning
Retirement Planning
Retirement Income Planning
Education Planning
Risk Management
Socially Responsible Investing (SRI)
Environmental, Social and Governance Investing (ESG)

SERVICES FOR SMALL BUSINESS:
Retirement Planning
Retirement Plan Consulting and Review
Employee Benefits
Risk Management

STRATEGIES OFFERED:
Taxable Investment Accounts & Trusts
Retirement Accounts: IRA, Roth IRA, SEP IRA, SIMPLE IRA, Individual 401(k)
Education Accounts: 529 Plan, Coverdell Education Savings Account, UTMA/UGMA
Qualified Plans for Small Business: 401(k)
Annuities: Variable Annuities, Fixed Annuities

(251) 928-3131

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC
to residents of AL, AR, CA, FL, GA, IL, IN, LA, MI, MS, SC, TN, TX, VA.
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Kennedy Advisory are not affiliated.

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