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Jeffrey C. Kanaly, CFP®, CTFA

Kanaly Trust Company

5555 San Felipe St
Ste 200
Houston, TX 77056
Phone: (713) 561-9344
Fax: (713) 296-8555

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Corporate Finance
  • Getting Divorced
  • Limited Partnerships
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.