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.
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.
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.
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.
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.
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.
Strategies for Wealth will work with you to explore your options and determine which ones fit your individual strategy. Our team works hand-in-hand with you and always acts in your best interest, keeping all your goals and dreams firmly in mind.
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 provide you with the highest level of service.
EXIT PLANNING FOR BUSINESS OWNERS and SPECIAL NEEDS PLANNING
Focused on helping families and small business owners create a plan to grow their assets with innovative and uncommon strategies while protecting the downside.
In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.