Kanaly Trust has launched executive financial planning program offering a full array of financial advisory services to executives through company-sponsored financial planning programs.
Kanaly’s Corporate Executive Financial Counseling program is an extension of Kanaly’s Corporate Executive Services that has been helping executives with their financial planning needs since 1975. The program can help clients analyze company benefit decisions, determine how they fit with their personal goals and help them protect their hard-earned wealth.
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"For 40 years, Kanaly’s objectivity and conflict free approach to managing client’s wealth has resulted in consistently successful outcomes, as our responsibility is to serve our clients with their best interest in mind," said Drew Kanaly, Chairman and President of Kanaly Trust.
"Human Resources decision-makers can be proactive in offering financial planning services to executives who do not have time to sort out their financial situations, offering them an extra-added incentive for employee retention."
The Corporate Executive Financial Counseling program offers a team approach to financial planning with unbiased, objective advice, without the constraints of a product sales environment. This allows Kanaly to provide executives with genuine expertise in tax compliance, wealth management, portfolio management and estate planning.
"We serve as a central advisor to other financial relationships, keeping executives financially organized and assured that their personal needs are handled smartly so they can lead their company," said Armando Wood, Vice President of Business Development at Kanaly.
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