Wealth Management Advice & Retirement Planning best in 2022

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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LIVE EVENT

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

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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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(877) 829-9227

(877) 829-9227

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: