Kanoy & Associates
Our Services
CHARLES KANOY&ASSOCIATES Show clients how to help:
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Accumulate
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Preserve
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Protect
CAPITAL
Using tools such as:
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Investments
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Insurance
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Planning & Budgeting
To Help
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Manage Risk
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Eliminate Unproductive Debt
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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
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Employee Benefits
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Pension/401(k)/Profit Sharing, Simple IRA
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Group Life/Health/Disability Income
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Long Term Care Insurance
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Buy/Sell Agreement Funding
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Key Person Insurance
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Business Overhead Insurance
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Non-Qual Deferred Compensation Plans
FOR YOU & YOUR FAMILY
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Medical/Disability/Long Term Care Insurance
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Life Insurance
INVESTMENTS
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TSA 403(b)
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Mutual Funds
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Annuities
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Variable Universal Life Insurance
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Brokerage Accounts
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Institutional Asset Management