(513) 769-2700

4015 Executive Park Drive, Suite 402, Cincinnati, OH

WEEKDAYS: 9:00am - 5:00pm. SATURDAY | SUNDAY: CLOSED

Risk Management

"Our Risk mitigation experts safeguard your assets, reduce potential losses, and Protect Your Future, Your Family, and Your Legacy"

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MITIGATING RISK

Protecting You & Everyone Near & Dear to you

We advise on and coordinate life, disability, and long-term care insurance as well as property and casualty, personal and commercial liability, and specialized insurance for Healthcare professionals, Business owners, Executives, Retirees/Pre-retirees, Ambitious, Aspiring Achievers (AAA), High Net-worth Families and Individuals, and Construction Industry.

☑️ Life insurance

☑️ Disability insurance

☑️ Long-Term Care insurance

☑️ Property and Casualty insurance

☑️ Personal and Commercial liability

☑️ Specialized insurance

☑️ Contract risk assessment to mitigate potential tax liabilities.

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EFFECTIVE RISK MITIGATION

Understanding Your Options

Our team is here to ensure you understand your options and explain which ones could work best for your situation. We will meet you with, ask questions, and advise you on a multitude of solutions.

🟦 How can I protect my family?

🟦 What steps do I need to take to create a business succession plan?

🟦 Which insurance plan is the best option to protect my estate?

🟦 What risks might I encounter and how do I protect myself against them?

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Risk Management Experts

"We treat every Client like they are our Only Client”

kANU Asset Management is a Cincinnati, Ohio based Registered Investment Advisory Firm (RIA) with a Single Focus: To provide Sound Investment Advice and Exceptional Service to our clients. Our Virtual Family Office offers a Collaborative Team of Thought Leaders and Subject Matter Experts to help you Legally Reduce your Taxes, Risks, and Expenses and Redirect those Savings into Growth assets, Multi-Generational Wealth, Legacy, and Philanthropic Causes that are near and dear to you.

OUR SERVICES

Schedule a Free Consultation nowGet our no obligation 2nd opinion

Tax Planning

Maximize Savings and Compliance with Strategic Tax Planning, guided by our Financial Experts to Optimize your Tax strategy and enhance Financial Health.

Wealth Management

Create a customized Investment plan tailored to your goals, Risk tolerance, Cash flow needs, and Legacy aspirations. Secure your Financial Future with a Strategy designed to Grow and Protect your Wealth.

Insurance and Risk Management

Risk Mitigation

Access to Life, Disability, Long-term care, Property and Casualty, Personal and Commercial Liability.

Business Advisory

Unlock Growth and Efficiency with our Financial business Advisory Services, Optimizing Decision-making, Enhancing Income, and securing Long-term success through expert guidance

Trust and Estate Planning

Secure your legacy and protect your assets with expert trust and estate planning, ensuring a seamless wealth transfer and peace of mind for future generations. Let our financial experts guide you every step of the way.

Financial and Retirement

Retirement Planning

Develop a personalized retirement plan tailored to your financial status, goals, and aspirations. With ongoing monitoring, ensure you stay on the path to a secured wealth for those who are near and dear to you with a fulfilling retirement.

Institutional Consulting Services

Enhance organizational performance and achieve strategic goals with our Institutional Consulting Services, guided by our financial experts to deliver tailored solutions that drive success.

kANU Financial Literacy Institute

Boost your financial confidence and decision-making skills through comprehensive financial literacy. Our financial experts provide personalized guidance to help you understand money management, investment strategies, and budgeting for a secure financial future.

Philanthropy

Engage in philanthropy to lower your tax liability while making a positive impact. Our financial experts can help you navigate charitable giving strategies that maximize tax deductions and enhance your financial benefits.