Broker Check

Do you have a Sturdy Financial Strategy?   How important is it for you to maintain your income? 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Special Needs Trusts

Hearing about families with loved ones who have special needs is becoming more commonplace.  Physically, mentally, and emotionally disabled family members present unique planning circumstances. We can help.

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Expecting an Inheritance?

Wealth management starts with having a dedicated financial advisor, who works with you and for you to help you grow and preserve your wealth. Strategies and a clear plan and provide ongoing guidance, service, and support every step of the way.

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Life & Disability Insurance

A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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Business Owners

Managing risk is half the battle. Our long-term strategies guide business owners and help them navigate items such as: valuation, buy/sell agreements, exit strategies, generational planning, and living well through retirement.

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Investing in the Market

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. 

A strategy can include personal insurance, liability insurance, and life insurance. Our goals are aligned with your goals. 

If you are looking to be more  strategic about your financial health and retirement, contact Ian Kansky at (732) 598 - 4952.

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Ian Kansky CExP

EXIT PLANNING FOR BUSINESS OWNERS

212.701.7968

ian_kansky@strategiesforwealth.com

Focused on helping families and small business owners create a plan to grow their assets with innovative and uncommon strategies while protecting the downside.

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For a financial guidance, contact Ian Kansky at (732) 598-4952 or fill out the form below.

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Market Summary

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