Our financial advisors work with you to create a financial plan that will help you grow and protect your wealth over time.
Institutional Access
Asset Allocation
Portfolio Rebalancing
Tax Management
We help our clients build a personalized wealth management plan designed to help grow wealth while managing risk exposure.
Planning is an important part of every financial situation, but a solid plan means nothing without the financial tools and know-how to implement it. Kanani Advisory Group not only lays out a map for success but also takes the next step to deliver the investment strategies and allocation suggestions necessary to deliver the results. We provide access to the necessary tools, personalized services, and experience to help you develop a well-coordinated investment management plan that goes beyond one-dimensional product strategies.
After assessing your goals and risk tolerance, our objective is to offer advice designed to help protect and increase your wealth by delivering a high level of personalized wealth management service and specialization. Balancing your needs, we trust you will find that our experienced team offers a sophisticated level of comprehensive wealth management services to define an approach that will help satisfy your long-term needs. As your needs change, our ongoing investment management process monitors the evolution of your portfolio, including individual assets, business assets, or a combination of the two. We are committed to helping you achieve your financial needs and goals.
KAG 3-STEP WEALTH MANAGEMENT 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 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 review, 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: