Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Kanani Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Kanani 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 Three

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 they are comfortable with. 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 review, such as your estate plan, long-term care issues, charitable planning and more.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.

Or give us a call at 949.502.7001