Assessing risk is a strategic measurement process; it can change on a dime and have devastating effects if not handled properly. The Kanani Advisory Group team understands that there is no point in working diligently to create wealth if it can be lost in a moment. Our focus is on examining if our clients are protected through a robust and comprehensive insurance and risk management platform.

Risk is a fact of life and can have a dramatic impact on your wealth. Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.

Part of our job is to protect your financial well-being, and that may require us to help you insulate yourself from certain risks. Everyone should evaluate the possibility of personal, business, and professional liability; property loss; catastrophic illness or disability; and assisted living.

Your first line of defense is to identify sources of risk and avoid or minimize the major exposures. Your last line of defense is insurance.

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.