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Kaneski Associates Financial & Insurance Services

People don't plan to fail...They simply fail to plan.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals.

The good news is that it’s never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. After more than twenty years of providing informational workshops, client services and financial products to physicians and medical professionals, Kaneski Associates remains committed to helping people understand how to more effectively manage their assets to achieve their financial goals.

Whether consulting with clients, or presenting their educational financial workshops to a wide range of medical groups and hospitals throughout California, Kaneski Associates promotes a time honored message of diversification and an awareness of how to coordinate and integrate diverse financial issues to achieve the most productive results during working life, through retirement, and on to the next generation. 

The agents at Kaneski Associates are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 

 Neither Kaneski Associates Financial & Insurance Services, its employees nor NYLIFE Securities LLC, or its affliates provide tax, legal or accounting advice. The experience of the individuals described in this material may not be representative of the experience of others who attend. Furthermore, the experience obtained by each of these individuals are not indicative of the future experiences that may be obtained by any Kaneski Associates Financial & Insurance Services client.

Steven Kaneski is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 2999 Douglas Blvd., Suite 350, Roseville CA 95661, (916) 774-6200. In this regard, this communication is strictly intended for individuals residing in the states of California, Nevada, Florida, Georgia, North Carolina, and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

Steven Kaneski is an agent licensed to sell insurance through New York Life Insurance Company and is licensed with various other independent unaffiliated insurance companies in the states of California (CA Insurance License OB36175), Nevada, Idaho, and Washington. No insurance business may be conducted outside these states referenced.

Kelly Kaneski is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 1425 River Park Dr., Ste. 202, Sacramento CA 95815, (916) 258-7363. In this regard, this communication is strictly intended for individuals residing in the state of California, Colorado, New York, Oregon, and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

Kelly Kaneski is an agent licensed to sell insurance through New York Life Insurance Company and is licensed with various other independent unaffiliated insurance companies in the states of California (CA Insurance License OC47001), Nevada, and Arizona. No insurance business may be conducted outside these states referenced.

 Kelly Kaneski is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, AZ, CO, NY and OR. As such, these services are strictly intended for individuals residing in the specific states referenced.

Kaneski Associates Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Kaneski Associates Financial & Insurance Services, its employees nor NYLIFE Securities LLC provides tax, legal, or accounting services. Please consult your own tax, legal or accounting professional before making any decisions.