David Kenik

Financial clarity and solutions for retirement

David Kenik provides innovative financial strategies to families, offering financial clarity and solutions to control their lifestyle in retirement. No-Stress Retirement Plans eliminate market risk and create guaranteed, lifetime income streams. The plans are structured for growth, safety, income, liquidity, and tax efficiency. Financial & Retirement Services help clients design financial strategies that provide confidence and clarity while protecting their future. Income planning for retirement can be daunting, but David Kenik is here to help navigate the three phases: accumulation, distribution, and preservation or transfer. Legacy Planning ensures that your legacy carries on to help your loved ones, respecting your final wishes. Safeguarding retirement nest eggs from market loss and minimizing tax liability are key aspects of planning for retirement. The company offers a variety of insurance products and financial planning strategies to achieve these goals.