Helping you retire on your terms
– and your timeline
Why wait to live your dream?
Kenora Financial: Financial planners specializing in early retirement
We can help you if...
You want to retire early
You know what you want, but need help getting there
You’ve set your sights on an early retirement, but you need to make sure that you’ve got the right plan to make it a reality.
You’re ready to retire early
You’re ready to take the leap but don’t want to make mistakes
The decisions you make now will affect the rest of your retirement – for better or worse – and you want to get them right.
You’re planning to retire on a traditional timeline
You want to make sure you’ll have enough
No matter your timeline, life is unpredictable. You want a plan that will help you achieve your goals – no matter what life throws your way.
What we can do for you
Guidance for key financial decisions
One wrong move could throw off your entire retirement timeline.
We help you make smart decisions across taxes, investments, and income so you stay on track even as life changes.
Comprehensive financial planning
With so many moving pieces, it’s hard to tell if anything is being missed.
With CPAs, investment managers, and retirement specialists all under one roof, we help you coordinate your finances so they work together.
Tax strategy
You don’t want to waste money on taxes you could have avoided.
Our CPA-based insight helps you keep more of what you’ve earned by designing your plan with tax efficiency at the core.
Investment management
You want to understand what you own and why.
Our portfolios are simple, transparent, and built mainly of individual U.S. stocks. We’ll help you understand what you own and how it supports your goals.
Preparation for life’s uncertainties
You want your family to be secure if something happens to you.
We help you plan for the unexpected — from insurance decisions to estate planning — so your loved ones are protected.
Nice to meet you!
We’re the advisors of Kenora Financial, and we help you plan for retirement on your terms – and your timeline.
With financial planning, taxes, and investment management all under one roof, we make sure every part of your financial life works together.
Our investment philosophy is simple and transparent: we build personalized portfolios of individual U.S. stocks, and help you understand what you own and why.
We lead with education, empowering you to make confident, informed decisions that align with your lifestyle and goals.
And when you have questions, want help with a big decision, or life throws you a curveball? Just give us a call. We’re easy to reach and ready to offer guidance whenever you need us!
What we want for you:
Lower taxes, greater clarity
A long-term strategy to minimize your lifetime tax bill.
A confident retirement plan
A plan that puts you on track to retire on your terms – and on your timeline.
Investments you understand
A simple transparent portfolio aligned with your goals.
A plan that works, even when life changes
We adjust your plan as your life evolves or your situation changes.
Real partnership, when you need it most
You’re never alone. We’re always here to offer support and guidance.
The best way to find out if we’re a good match for your financial planning needs?
Meet the team. See what you think. And don’t worry – there won’t be any pressure, or any pitches. We’re happy to answer whatever financial questions you have!