Ian Kansky CFP®, CExP™
Business Continuation • Special Needs Planning • High-Net-Worth Strategies
I help people make smart decisions about their money so they can achieve what’s most important to them. I do this by using innovative and uncommon strategies that help grow assets, mitigate downside risk, and protect their ability to produce income — in a creative way you’re not going to hear from others in my industry.
People I work best with include business owners, high-net-worth individuals, and families with a special needs individual in their life.
EXIT PLANNING FOR BUSINESS OWNERS – Helping entrepreneurs and small business owners plan for the most important day of their business — the day they exit. I work with business owners to develop strategies to exit when they want, sell to whom they want, for the most money, and pay the least taxes.
SPECIAL NEEDS FINANCIAL PLANNING – Creating and providing a more certain future for those with special needs, as well as their families. With this goal in mind, special needs planning helps address these unique challenges.
HIGH-NET-WORTH STRATEGIES – Designing advanced wealth-building, protection, and legacy strategies for individuals and families seeking to maximize tax efficiency, preserve capital, and enhance long-term financial independence.
If you’d like to learn more, feel free to message me or email ian_kansky@strategiesforwealth.com