Financial & Estate Planning

We believe in order to focus on life’s most meaningful moments, one must reduce life’s worries. Through our comprehensive planning approach, our clients can take comfort knowing that their financial affairs are in the hands of experts. Your Kanaly team will be led by a seasoned Relationship Manager who will identify the Kanaly resources necessary to achieve beneficial outcomes for your family.

We understand that superior results are achieved through a collaborative process with you, your family, and your team of Kanaly professionals working together with your other professional advisors. We welcome the opportunity to get to know you so that we may begin to formulate a plan to assist you in attaining your goals.

Click here to read a client profile related to Family Succession Planning.

Your professional team will take an integrated approach to maximize every facet of your financial well-being, which may include:

  • Estate and Wealth Transfer Planning
  • Tax Planning and Strategies
  • Executive Financial Planning and Benefit Analysis
  • Real Estate, Oil and Gas Services
  • Business Succession Planning
  • Charitable Gift Planning
  • Risk Management Considerations
  • Financial and Retirement Planning