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COMPLIMENTARY CONSULTATION

(877) 829-9227

Speak with an advisor toll-free
فارسی
  • Home
  • Services
    • Wealth Management
    • Retirement Planning
    • Tax Planning
    • Risk Management & Insurance Planning
    • Legacy Planning
    • Schedule a Meeting
  • About Us
    • Our Team
    • Giving Back
  • Events
    • Webinars
    • Seminars
  • In The Media
    • Radio
    • Media Trust
  • Contact Us
  • News

Kanani wealth management advisory news - blog
Retirement Preparation
Retirement Planning
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Retirement Preparation Mistakes

Why are they made again and again?   Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside... Continue reading
28 Mar
Roth IRA Conversions
Retirement Planning
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Roth IRA Conversions

What are your choices? What are the benefits?   If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions.... Continue reading
23 Mar
Getting (Mentally) Ready to Retire
Retirement Planning
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Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment.  A successful retirement is not merely measured in financial terms. Even those who... Continue reading
12 Mar
Why Don’t All Affluent People Become Wealthy?
Wealth Management
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Why Don’t All Affluent People Become Wealthy?

Perception, hesitation, & poor decisions are factors.                     Why do some people let their potential for lifetime... Continue reading
10 Mar
The Power of the Consumer
Uncategorized
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The Power of the Consumer

In recent months, consumer confidence has been falling. A confident consumer can be a powerful ally in an economy. But when the consumer starts to... Continue reading
07 Mar

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Phone: (877) 829-9227

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

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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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