Working with multiple professionals for investments, tax preparation, and estate planning can be challenging. Unless there’s constant coordination, things get missed, and unwanted surprises will show up. Such as:
It starts with designing your Portfolio using our strategic expertise in navigating the market to increase and preserve your net worth.
Then we investigate minimizing tax burdens to avoid unexpected penalties. Ultimately optimizing your tax strategies to maximize short and long-term tax savings.
Our goal is to preserve your legacy, protect your estate and efficiently pass it on to your loved ones.
This is our favorite part...Let’s Grow your investments with strategies that preserve and grow your wealth.
We are true fiduciaries, always serving your best interests first. While we develop your strategy, your paperwork and tax planning are handled by my experts at our sister company, Cherokee Tax Group. This is included as part of our services.
Think about us as a one-stop shop for retirement, ensuring your wealth stays integrated and complete.
Founding President | Kanakaris & Associates
Founder & Managing Partner |
Cherokee Tax Group
Enrolled Agent (EA)
Mark Kanakaris is a Series 65 registered fiduciary advisor and a seasoned leader in financial services and taxation, with over 20 years of experience helping individuals and businesses achieve financial confidence. He is the Founding President of Kanakaris & Associates and Managing Partner of Cherokee Tax Group, specializing in retirement planning, tax strategy, wealth management, and estate preservation.
A licensed Enrolled Agent (EA), Mark is federally authorized to represent taxpayers before the IRS and is widely recognized as one of the Southeast’s top tax planners.
Retirement Asset Manager
Managing Partner |Palm Beach, Florida
With over 30 years of experience in the financial services and legal industries, Barry Quinn is a Series 65 registered fiduciary advisor who specializes in designing customized retirement planning solutions for retirees, pre-retirees, and business owners.
As a qualified attorney, admitted in New York and formerly admitted in the United Kingdom, Barry also holds the RICP® designation (Retirement Income Certified Professional®) from The American College of Financial Services, affirming his expertise in retirement income planning.
Our Signature Process leaves no stone unturned in defending your financial future.
You’ll get to know us, and we’ll get to know you. We’ll make sure we get a clear view of your current situation and your goals for the future.
Over the course of our next few meetings, we’ll show you what your opportunities are, uncover exposures or risks, and give you a clear idea of how much money you can really have in retirement.
With the right plan in place, we manage your investments and taxes while monitoring your progress closely. Down the road, we adjust your strategy as needed to reach your goals.
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not fdic-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Full disclosure
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