A Team Committed to Simplifying
Your Financial Complexities
As a firm, we are unique because we have personal experience in dealing with premature death, as well as retirement at an early age and can provide real-life strategies for dealing with those life events. Three months before being eligible for retirement, our founder, Jonathan Kanovsky, learned that his wife and the mother of their three children was diagnosed with incurable cancer. He dealt with decisions including retirement, premature death, childcare planning, etc. and has used his experience to help hundreds of clients best prepare for life’s uncertainties.