Kody Fanara, BBA, CFP, PFP

Achieve financial freedom with professional wealth management

---

Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

• Develop a comprehensive plan for your short- and long-term financial goals
• Maximize your after-tax investment returns given your needs for income, growth and security
• Protect your family’s financial security with insurance solutions
• Implement retirement income strategies
• Design a succession plan for a smooth transition that funds your future plans
• Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
• Build a legacy and enrich the lives of others with charitable giving

Contact us today to set up a chat and see how we can help.

What makes us different? 

One of my greatest strengths is my ability to simplify financial situations and explain concepts in ways that resonate with my clients. Whether I am working with a multi-generational family, a high-net-worth individual or a successful professional, my accessible, personable approach is one that puts clients at ease and comfortable to talk through their goals, priorities, concerns and dreams. With a passion for financial literacy and education, I take pride in empowering clients to make informed decisions about the future of their wealth.

 

I bring a fresh perspective to the market and a natural multi-generational lens to client conversations. I look forward to building long-term relationships with clients and their families that can last through generations.