Our financial advisors help business owners eliminate uncertainties, minimize taxes, and increase return on their corporate asset.
Business Management
Financial Reporting
Retirement and Executive Benefits
Tax Planning
We offer a wide range of services for business owners from advice to actual assistance in procedures and processes.
There are many complexities when it comes to running a business: marketing/branding, human resources, research and development, competitive analysis, etc. At Kanani Advisory Group, we help business owners protect and grow their most valuable asset–their business. By offering a full suite of customized business strategies and plans, we are able to take the business owner’s focus off the financial aspect of their enterprise. This way, they can concentrate on what they do best: growing and developing their company.
KAG 3-STEP REVIEW
The 3-Step Review can help assure you that your retirement income and investment plans are focused on your concerns and desires.
STEP ONE
The first step of our complete look-forward review of your tax return is to determine your current tax situation. We’ll identify things like phantom income, insufficient uses of taxable and tax-deferral strategies, as well as detect missed opportunities for offsetting gains and losses. This could be as simple as selling a losing stock to offset a capital gain on a mutual fund that you may have missed by waiting until it was too late. Our 3-Step Review can help you improve your strategy to lower your taxes.
STEP TWO
The second step is an income analysis to determine if you are using your income sources suitably and in the most tax-efficient method. We’ll also determine if you have adequate income to meet your future needs and the ever-increasing cost of inflation. This may be different than general economic inflation rates as each person’s rate is different based on how you spend your money.
STEP TWO
The third step is a risk analysis to make sure your investment risk exposure is one you are comfortable with and is in line with your asset allocation strategies. Research shows that people may make poor decisions, receive lower rates or incur more losses when they have more risk than that with which they are comfortable. A simple set of questions we use in our 3-Step Review will help assure you of what your risk comfort level is and help you avoid losses you are not prepared to handle or of which you were not aware.
LOOK FORWARD AND TAKE CONTROL WITH A 3-STEP REVIEW.
A COMPLETE EXPLORATION OF WHAT YOU WANT YOUR MONEY TO DO FOR YOU IS A VERY IMPORTANT STEP.
The benefit of our 3-Step Review process is that it can apply to any financial decision or concern you have; it helps you to be more confident that the financial decisions you make are right for you. You will learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.
Our 3-Step Review will also help determine what your next steps should be or what other areas need reviews, such as your estate plan, long-term care issues, charitable planning, and more.
We can also refer you to professionals who provide the following services: