Our Firm

Your situation is unique, so we always begin by:
 

  • EVALUATING your present financial situation (whether corporate, estate or personal)
  • We help you to IDENTIFY PROBLEM AREAS and specific needs
     
  • Then we help you to ESTABLISH GOALS.



    After the evaluation process we take a look at the various tools and disciplines necessary to reach those goals. WE CREATE A STRATEGY, and help you to work that strategy with discipline.



    This is an exciting and revealing process that may produce personal growth and ultimately potential finanical growth.



    PLANNING AND INVESTING WITH DISCIPLINE is critical to personal and financial growth and Kanoy & Associates is here to help you do just that!