Broker Check

Retirement planning services are provided by the kANU Private Client Group, which provides comprehensive wealth management, financial planning, investment consulting and portfolio management services.

Our dedicated practice areas deliver specialized investment and planning solutions to high net worth, affluent and ultra-affluent individuals and their families.

kANU Asset Management offers a well-rounded team of experts through our virtual family office, who are able to take a holistic approach to your financial plan and identify tax minimization strategies.

Tax minimization is more than just simply maximizing the amount of money you keep in your pocket at income tax time; it’s a long-term engagement and an important component of the overall financial planning process.

Our team looks at the best way to position assets in order to minimize your taxes. We provide advice to you on an ongoing basis. We understand that certain types of investments can reduce your tax bill while growing your wealth, a strategy that can be a valuable win-win for you.

With the expertise of partners in our virtual family office, advisors at kANU will look at different tax minimization strategies that may fit your needs, including:

  • Utilizing “asset location” as well as asset allocation to lower overall taxes paid on investment gains
  • Choosing tax-efficient investments, both in the accumulation stage and as you begin to draw income from your assets
  • Taking advantage of capital losses
  • Structuring your business in the best way
  • Hiring family members (spouse, children, etc.)
  • Estate planning
  • Maximizing charitable giving strategies

The information contained herein is general in nature and based on authorities that are subject to change. kANU Asset Management guarantees neither the accuracy or completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. kANU Asset Management assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein. This page does not and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations

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.


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.