WEALTH ADVISORY GROUP PLANNING SPECIALISTS

Ross A. Kasner, CLU

Ross A. Kasner, CLU

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 312.933.9299
Fax: 214.210.5998

Ross A. Kasner is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. Ross partners with Financial Advisors and other financial professionals to provide customized advanced planning solutions to meet the unique needs of high net worth, and ultra-high net worth clients.

Ross helps these advisors and their clients establish, fund and leverage sophisticated multi-generational planning strategies which help to address the wealth protection and transfer needs of these unique clients.

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