Company Overview

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As it is with most complex objective, 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.

Of course, planning your financial future can be intimidating. The good news is, you don’t have to go it alone. As a financial services provider focused on the medical community, we understand the financial challenges faced by physicians and their staff. We get the inequity that exists in employee-benefit availability between private practices and large medical groups, and we appreciate the challenges of running a small business. This expertise and experience uniquely positions Kaneski Associates to help identify your financial needs and determine the most efficient, effective, and sustainable path forward. And the financial professionals at Kaneski Associates are trained to do just that!