Discover Peace of Mind with Kennedy Capital Group and Wealth Management Tailored to Protect and Prosper Your Future.
Explore tailored insurance and wealth management solutions designed to protect and enhance your financial future, with expert guidance every step of the way.
Offer personalized plan aimed at shielding both you and your family from financial hardship in the unfortunate event of illness or loss of life.
Create tailored financial plans to protect your family from market risks, excessive taxes, and outliving your resources, with expertise in retirement planning, wealth building, legacy preservation, and educational funding.
Assistance in eliminating debt, including mortgages, in nine years or less—without extra spending—enhancing both their current financial situation and future prospects through expert consultation.
Guidance in estate planning, including wills, trusts, and tax strategies to ensure smooth asset transfer and legacy preservation for future generations.
Offer complimentary education and reviews of financial instruments like 401(k)s, IRAs, pension plans, and life insurance, helping you understand your accounts, fees, benefits, and potential income gaps to make informed decisions for your future.
Offer services of arranging a final expense policy, which covers funeral and end-of-life expenses. This ensures that your family doesn't bear the burden of these costs out of pocket.
Offer personalized plan aimed at shielding both you and your family from financial hardship in the unfortunate event of illness or loss of life.
Create tailored financial plans to protect your family from market risks, excessive taxes, and outliving your resources, with expertise in retirement planning, wealth building, legacy preservation, and educational funding.
Assistance in eliminating debt, including mortgages, in nine years or less—without extra spending—enhancing both their current financial situation and future prospects through expert consultation.
Guidance in estate planning, including wills, trusts, and tax strategies to ensure smooth asset transfer and legacy preservation for future generations.
Offer complimentary education and reviews of financial instruments like 401(k)s, IRAs, pension plans, and life insurance, helping you understand your accounts, fees, benefits, and potential income gaps to make informed decisions for your future.
Offer services of arranging a final expense policy, which covers funeral and end-of-life expenses. This ensures that your family doesn't bear the burden of these costs out of pocket.
“As a father of three, I always worried about what would happen to my family if something happened to me. Richard helped me find the perfect life insurance policy to ensure my wife and kids are financially secure, no matter what. His knowledge and honesty made the process easy, and now I can sleep better at night knowing my family is protected.”
“I had multiple old 401(k) accounts from previous jobs and no idea how to consolidate them. Richard Kennedy at Kennedy Capital Group walked me through the entire rollover process, making it simple and stress-free. Now, my retirement savings are growing in a well-structured plan that fits my goals. I finally have peace of mind knowing my money is working for me!”
Linda M., West Palm Beach, FL
“Navigating health insurance and planning for retirement felt overwhelming—until I met Richard Kennedy. He took the time to understand my needs and set me up with a comprehensive plan that includes great health coverage and a secure retirement strategy. I now feel confident about my future, knowing I have a solid plan in place.”
“I didn’t want my family to struggle with funeral costs or unexpected expenses after I’m gone. Richard explained final expense insurance in a way that made sense, and he found me an affordable policy that covers everything I need. Now, I have the reassurance that my loved ones won’t be burdened financially during a difficult time.”
FAQs
Your Questions Answered - Simple, Clear, and Concise.
What types of insurance does Titus Wealth & Trust offer?
We offer personal, business, life, and health insurance, among other tailored solutions.
Can I customize my insurance package?
Absolutely. Our agents work closely with you to tailor insurance solutions that fit your specific needs.
What should I consider when choosing life insurance?
Consider financial obligations, family needs, and long-term goals. Our agents can help with detailed analysis.
How often should I review my insurance and financial plans
Review your plans annually or when significant life or business changes occur
Are there specific insurance options for small businesses?
Yes, Titus Wealth & Trust offers tailored insurance solutions for small businesses including property damage, liability insurance, and workers compensation among others. Our team can help you assess your risks and recommend the appropriate coverages.
What is the process for filing a claim with Titus Wealth & Trust
Contact your agent directly or call our customer service to begin the claim process