(877) 829-9227

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فارسی
COMPLIMENTARY CONSULTATION
COMPLIMENTARY CONSULTATION

(877) 829-9227

Speak with an advisor toll-free
فارسی

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:

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DISCOVER

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

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EVALUATE

Using the Kanani Advisory Group’s 3-Step review, we’ll examine your current financial situation and determine your retirement needs.

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PLAN

A solution is proposed, and a plan is put into place based on your unique needs.

GET TO KNOW

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Discover how we help individuals and families achieve their ideal retirements.

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    CONTACT US

    Phone: (877) 829-9227

    Fax: (949) 502-7006

    Email: info@KananiAdvisoryGroup.com

    Location: 16510 Bake Pkwy., Suite 100 Irvine, CA 92618

    Form ADV Part 2A – Firm Brochure

    Form ADV Part 3 – Client Relationship Summary

    Investment advisory services are offered through Kanani Advisory Group, a Registered Investment Advisor. David Kanani CA License #0B34918, Neda Kanani CA License #0L51510. 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. 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 the 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 warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

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