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    The Financial Firm Clients Trust

    Discover why local and national media outlets turn to Kanani Advisory Group as a reliable industry source.

    Browse articles featuring Kanani Advisory Group:

    "Advisors’ LTC Planning Options Require Tough Decisions"

    InsuranceNewsNet.com 2/13/18


    "Why Gen X Investors Shouldn’t Go It Alone"

    U.S. News & World Report 2/16/2018


    “The Ins and Outs of Applying for a Loan in Retirement”

    US News & World Report and Yahoo.com 7/5/18


    “A Plan to Increase the Kids’ Inheritance”

    Published Oct. 30, 2013, by The Wall Street Journal


    "Wealth Management vs. Financial Advice: They’re Not the Same"

    Published Aug. 23, 2017, by Kiplinger






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    Neither the Company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.
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    We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income may last as long as they do!

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC MAS and Kanani Advisory Group are not affiliated companies. David CA License #0B34918, Neda CA License #0L51510.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

    The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.