Retirement Income Planning
An aspect of retirement planning that’s often overlooked is understanding how much annual income you should expect at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your goals – whether you hope to maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life.
Comprehensive Investment Planning
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
I can work with you and your other professional advisors – including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
I have earned a Bachelor’s degree in Accounting from West Virginia University in Morgantown, WV. My wife Allison and I have two young children, Jack and Abbie. We live in Ocala, and outside of the office I am an avid golfer and member of Golden Ocala Golf and Equestrian Club.
Kevin E. Ganus, AAMS
Senior Financial Advisor
I have enjoyed three different career paths in my working life. I was a teacher for a few years, followed by several years of church ministry as an associate pastor and pastor. It was during this time that I started exploring a career in financial services. I have now been involved in financial services for over twenty years.
My mission is to provide clients with targeted, comprehensive financial advice and portfolio management delivered with a high level of personal service and professional integrity. I live in Lady Lake with my wife, Mona. I am a lifelong resident of Central Florida. I have two grown children. Kyle graduated from Troy University in 2015 and is working in Virginia. Gabrielle served in the Navy and is now a Registered Nurse in Orlando.
CA Insurance License #OH46562 Resident State: FL
Securities Registered in the following states: AK, AR, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, PA, SC, TX, UT, VA, VT, WA, WV