DISCOVER
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using active managers, we can stress test your portfolio to evaluate for risk, fees, and performance.
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.
evaluating your needs regarding life insurance; long-term care, and providing alternatives for long-term care.
working with attorneys to help eliminate probate, estate taxes, and providing estate liquidity to pay the taxes for your heirs.
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the Kanani Advisory Group’s 3-Step review, we’ll examine your current financial situation and determine your retirement needs.
A solution is proposed, and a plan is put into place based on your unique needs.
Discover how we help individuals and families achieve their ideal retirements.
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