Kanani

3-Step
Review

We help create lasting retirement income strategies for people in or nearing retirement.

Get started in 3 easy steps:

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

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

Receive a custom strategy to help you reach your unique retirement goals.

Get to Know

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

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

UPCOMING EVENTS:

August 11, 2020
Social Security Optimization
11:00 am | Webinar
August 13, 2020
Social Security Optimization
6:00 pm | Webinar

Listen to Your Retirement Radio

David Kanani covers everything from how current events could affect your savings to strategies to maximize your retirement income and everything in between.