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We help create lasting retirement income strategies for people in or nearing retirement.
Kanani Advisory Group's
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AT KANANI ADVISORY GROUP
We are a holistic financial advisory firm. Our focus is on providing investment strategies and financial tools so our families can enjoy the most important years of their lives the retirement years. We provide:
Wealth Management
Using active managers, we can stress test your portfolio to evaluate for risk, fees, and performance.
Income Planning
lifetime income and retirement planning for the rest of your life, and your spouse
Tax Planning
showing you how your retirement accounts can be a tax time bomb for the future, and utilizing strategies like Roth conversion to reduce or eliminate the taxes on your retirement accounts.
Risk Management
evaluating your needs regarding life insurance; long-term care, and providing alternatives for long-term care.
Legacy Planning
working with attorneys to help eliminate probate, estate taxes, and providing estate liquidity to pay the taxes for your heirs.
GET STARTED IN 3 EASY STEPS:
DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
EVALUATE
Using the Kanani Advisory Group’s 3-Step review, we’ll examine your current financial situation and determine your retirement needs.
PLAN
A solution is proposed, and a plan is put into place based on your unique needs.
GET TO KNOW
Discover how we help individuals and families achieve their ideal retirements.
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LISTEN TO
YOUR RETIREMENT RADIO
David Kanani covers everything from how current events could affect your savings, how strategies can maximize your retirement income, and everything in between.
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