Broker Check




Advising business owners is complex and every business situation is different. From compensation to tax reduction and retirement strategies, a highly customized approach is required. At kANU Asset Management, our job is to make it easy for you and your family.

Your business has significant value to you and is the source of many benefits, such as income and retirement. How do you plan to grow it, protect it, and ultimately transfer it if you don't plan to work your entire life? What happens to a business if there are multiple owners and something happens to one of them? How do you make sure that you are being smart with getting the most out of the current tax code?

Most business owners don't know how to convert their business into liquid dollars that they can live on as they transition into retirement. They also struggle with tax planning, appropriate insurance solutions, and managing cash flow effectively.

Our professionals at kANU Asset Management help you to navigate the complex tax code to mitigate the impact on your business, we help you create a written succession or exit plan and financial solutions specific to business owners.  


At kANU Asset Management we believe that your financial house needs to be managed from a holistic perspective. Instead of seeking financial advice and products from a series of professionals, our clients benefit from having a financial quarterback who understands all aspects of their finances.

We provide high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning. With the kANU Difference in place, we develop a detailed strategic plan based on your financial situation, goals and comfort level with risk.

As a trusted advisor we meet regularly with our clients to update goals, review and adjust their financial portfolio, and determine whether additional services are necessary.

A HOLISTIC VIEW OF YOUR FINANCES

You will have the ability to use our Financial Command Center to track your finances across all your assets. This holistic view of your investments, expenses, etc., gives you the ability to adjust and make changes to your habits so that they align with your long-term goals.

Managers at kANU Asset Management are actively involved in monitoring your investments to achieve your goals. We provide a white-glove service that allows you to build the legacy you desire. Whether you are planning for retirement, college savings, or personal business objectives, we are committed to delivering value with our active oversight of your investments.

Maintaining a strict focus on minimizing risk while optimizing performance is the cornerstone of our success. Our disciplined research process that optimizes our client's investment portfolio allows us to take advantage of market opportunities in order to meet their return objectives.

At kANU Asset Management we improve retirement income portfolio outcomes for our clients, utilizing our “Efficient Income Frontier” tools. This assures optimal retirement income certainty for our clients, enabling them to live their lives to the fullest and leave their desired legacy in the end.

Our proprietary combination of “Modern Portfolio Theory” with “The Efficient Income Frontier” leads to results that bring Retirement Alpha to our pre-retirement and retiree clients.

Our disciplined process produces consistent, repeatable and optimal results for our clients, ensuring the highest probability of accomplishing their desired life and legacy outcomes.

Income Planning focuses on converting human capital and real assets to income at your specific life cycle stage, (young, middle age or older). Minimizing taxes and maximizing cash flow are important objectives in income planning.

At kANU, we incorporate our “Efficient Income Frontier”, to generate maximum income that is free of, or minimally subject to Federal, State, Capital Gains and Provisional Income Taxes. This involves the optimal allocation of assets into the proper income classes to minimize the effect of taxes while generating maximum cash flow to meet our client’s objectives.

At kANU Asset Management we work with clients to protect their assets. Estate planning is not just for those who are retired but instead should be an integral part of your financial plan. Estate planning includes:

  • Creating a will
  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries
  • Establishing a guardian for living dependents
  • Naming an executor of the estate to oversee the terms of the will
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Setting up funeral arrangements
  • Establishing annual gifting to reduce the taxable estate
  • Setting up a durable power of attorney (POA) to direct other assets and investments

kANU's goal driven process will cover all aspects of what is important to you as well as helping you discover all the ways to maximize tax efficiency and the complete effectiveness of passing on your estate to your heirs as you wish.

At kANU, significance begins with the impact our professionals have on our client’s lives. We connect with our clients on a deeper level to significantly improve their lives. Our goal is to eliminate money as an issue in their life, enabling them to pursue a life of significance, making an impact and leaving a meaningful legacy.

This can be achieved through our “Purposeful Planning Process”. You may have a “special cause” or charity near and dear to you. We help our clients make an impact through Charitable Planning.

Insurance Planning at kANU is a risk transfer, retirement income, advanced tax and estate planning tool. Solutions range from simple to complex and are tailored to our client's needs.

Our differentiated advanced insurance solutions and strategies help our clients with:

  • Tax-advantaged investing
  • Tax-free income generation
  • Multi-Generational Wealth Transfer
  • Business Insurance Cost Control
  • And many others

Our high value customized strategies incorporate some of the following:

  • Premium financing
  • Private Placement Life Insurance
  • Alternative Insurance, etc.

The investment in your medical training has been significant and most likely financed through multiple student and private loans. At kANU Asset Management, our job is to help you build a repayment strategy that will reduce the overall cost of your debt. Our specialists will evaluate your loans and identify ways you may be able to save. We will then help you build a repayment strategy that:

  • Identifies opportunities to reduce interest rates
  • Consolidates loans to achieve efficiency and reduce cost, where possible
  • Balances payments across accounts to minimize your total interest costs
  • Structures payments to pay off loans as quickly as possible

The average medical school debt for 2017 graduates was $189,000, according to the Association of American Medical Colleges (AAMC). What’s more, a third of graduates also have debt from undergraduate studies, with a median balance of $25,000.

At kANU Asset Management, we will help you develop a strategy to leverage your finances and pay-off your debts.