Houston Firm Unveils C-Suite Advice Service

The program uses a team approach to financial planning with unbiased, objective advice, without the constraints of a product sales environment. Many of Kanaly’s competitors are product-centric, Drew Kanaly, chairman and president of Kanaly Trust, tells PLANSPONSOR, “but we are client-centric. I don’t have mutual funds or specific investments that are Kanaly products. We use open-architecture, and I don’t receive any kickbacks or revenue sharing. I don’t have anything to sell but service.”

An array of financial advisory services provides expertise in tax compliance, wealth management, portfolio management and estate planning. The program can help clients analyze company benefit decisions, determine how they fit with their personal goals and help them protect their wealth. 

Working on an initial plan delivered for a flat fee, Kanaly explains that the services are all in-house, but that any executive is free to bring in a CPA or attorney. “If they don’t have a team we’ll recommend one appropriate for their situation,” he says.

“Human resources decision-makers can be proactive in offering financial planning services to executives who do not have time to sort out their financial situations, offering them an extra-added incentive for employee retention,” Kanaly notes.

More information is at Kanaly’s website.