Where warmth and wealth management meet.
Welcome to Kanner Financial Services
We are passionate about our clients. Whether your needs are simple or complex, financial planning without concern for the people involved is meaningless.
Our process starts and ends with you. We encourage you to explore our website and learn more about the services we offer, who we are and WHY we do what we do. Please feel free to contact us with any questions.
Newsletters
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.