Experience

Kendall Financial, LLC

• Financial Services
• 1 - 100 Employee

• Owner & President

  • 1968 - Present

  In the market meltdowns of 2000 and 2009, a lot of plans that people had made were impacted in a very negative way. During this time, I observed two major problems with traditional financial planning – the effects volatile markets can have on retirement savings, and the taxes that can turn out to be much higher than what people had planned for. I began searching for answers regarding what people could do differently. After much research into what wealthy people and banks do to avoid such… Show more In the market meltdowns of 2000 and 2009, a lot of plans that people had made were impacted in a very negative way. During this time, I observed two major problems with traditional financial planning – the effects volatile markets can have on retirement savings, and the taxes that can turn out to be much higher than what people had planned for. I began searching for answers regarding what people could do differently. After much research into what wealthy people and banks do to avoid such pitfalls, I learned about a strategy of using specially designed life insurance to avoid volatility and excessive taxes. Overall, I realized that retirement planning is like mountain climbing – you not only need to get up the mountain but back down it as well. By using this method, which utilizes the most tax-favored financial vehicle in the IRS code (life insurance), my clients are now using a strategy favored by banks and the wealthy. I have taught financial planning seminars at local colleges, as well as for several businesses, churches, and community organizations. As president and founder of Kendall Financial LLC, I have more than 50 years of experience in financial services. I am a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP™), and a lifetime member of the Million Dollar Round Table. Show less In the market meltdowns of 2000 and 2009, a lot of plans that people had made were impacted in a very negative way. During this time, I observed two major problems with traditional financial planning – the effects volatile markets can have on retirement savings, and the taxes that can turn out to be much higher than what people had planned for. I began searching for answers regarding what people could do differently. After much research into what wealthy people and banks do to avoid such… Show more In the market meltdowns of 2000 and 2009, a lot of plans that people had made were impacted in a very negative way. During this time, I observed two major problems with traditional financial planning – the effects volatile markets can have on retirement savings, and the taxes that can turn out to be much higher than what people had planned for. I began searching for answers regarding what people could do differently. After much research into what wealthy people and banks do to avoid such pitfalls, I learned about a strategy of using specially designed life insurance to avoid volatility and excessive taxes. Overall, I realized that retirement planning is like mountain climbing – you not only need to get up the mountain but back down it as well. By using this method, which utilizes the most tax-favored financial vehicle in the IRS code (life insurance), my clients are now using a strategy favored by banks and the wealthy. I have taught financial planning seminars at local colleges, as well as for several businesses, churches, and community organizations. As president and founder of Kendall Financial LLC, I have more than 50 years of experience in financial services. I am a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP™), and a lifetime member of the Million Dollar Round Table. Show less



Ohio National Financial Services

• United States
• Financial Services
• 300 - 400 Employee

• Agent

  • 2006 - 2022



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• OSJ Branch Manager

  • Mar 1994 - Jun 2006



Plan America/Texins Credit Union

• Financial Services Representative

  • Oct 1991 - Mar 1994