My name is Steven Kanner. I specialize in helping my clients financially prepare for retirement, which often includes the strategic use of annuities. I help clients from all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.
Despite the ongoing volatility in the market and the high interest-rate environment, there are still strategies you can put in place right now to ensure you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are happy to provide investment tips and growth opportunities for your portfolio. A few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.
I have been in the insurance and financial services industry for over 43 years. I specialize in helping my clients financially prepare for a comfortable retirement and the potential need for long-term care. I enjoy getting to know my clients and customizing options based on their needs. I believe each client should get the same care and recommendations as if they were family.
I obtained a BA from Hofstra University and an MBA from St. John’s University. Additionally, I hold the CFPⓇ (Certified Financial Planner) and ChFCⓇ (Chartered Financial Consultant) designations. These qualifications enable me to enhance client services, offering tax-advantaged retirement benefits, safe money strategies, and lifelong protection for loved ones.
When I am out of the office, I enjoy stamp collecting, reading, golfing, and spending time with my family. I have been married to my wife since 1969. We have two daughters and five grandchildren. I also actively support charities like Tunnel to Towers Foundation, St. Judes Hospital, and Shriners Hospital.
I now reside in Boca Raton, Florida. But even though my office is physically located in the Sunshine State, I work with clients throughout the United States. With our advanced technology systems, we meet face-to-face virtually online, and we can also share computer screens so that we are all on the same page. That way, you can see first-hand how various income strategies may work for you and your specific goals.
I strive to take the mystery out of annuities by addressing some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, so you do not need to leave your home or visit me in my office.
Feel free to reach out to me when looking for your retirement planning guidance and annuity recommendations. I will be happy to help you reach your retirement goals. I look forward to hearing from you.
Sincerely,
Steven Kanner, CFP®, ChFC®
