Our Services

CHARLES KANOY&ASSOCIATES Show clients how to help:

 

  • Accumulate
     
  • Preserve
     
  • Protect

    CAPITAL

    Using tools such as:

     
  • Investments
     
  • Insurance

     
  • Planning & Budgeting


    To Help

     
  • Manage Risk

     
  • Eliminate Unproductive Debt

     
  • Accumulate Wealth


    Over the years Chuck has established strong relationships with some of Orange County`s reputable accounting and estate planning experts to give his clients the very best service. He also has access to the creative development and problem solving teams at various asset managing companies regarding deferred compensation and retirement planning.



    KANOY & ASSOCIATES takes great pleasure in helping our clients increase their net worth.



    Our Products and Services Include:

    FOR YOUR BUSINESS:

     
  • Employee Benefits

     
  • Pension/401(k)/Profit Sharing, Simple IRA

     
  • Group Life/Health/Disability Income

     

     

  • Long Term Care Insurance



     
  • Buy/Sell Agreement Funding

     
  • Key Person Insurance

     
  • Business Overhead Insurance

     
  • Non-Qual Deferred Compensation Plans



    FOR YOU & YOUR FAMILY

     
  • Medical/Disability/Long Term Care Insurance

     
  • Life Insurance



    INVESTMENTS

     
  • TSA 403(b)

     
  • Mutual Funds

     
  • Annuities

     
  • Variable Universal Life Insurance

     
  • Brokerage Accounts

     
  • Institutional Asset Management