Robert Kennedy has been in the securities industry for over 20 years. During that time, he has specialized his knowledge and experience toward individuals and families with special needs planning; families and individuals of the LGBT community; and lastly, non-profit groups and foundations.
Robert has worked with individuals with special needs throughout his lifetime, volunteering with a number of organizations, and working with family members who must manage their life with a disability. This background gives Robert not only the motivation, but also the empathy to handle those sensitive matters between family members, friends and organizations.
Focusing in domestic partner planning, Robert assists individuals and couples align their financial goals and dreams with proper financial planning. Robert also assists business owners and non-profit organizations with the tools available to help establish and grow their practice, or develop an exit strategy when they want to retire from their business.
Robert's goal is to assist his clients in creating, executing and maintaining a plan that will result in their reaching whatever goal they desire. Comprehensive planning always requires a written plan to follow.