Kanani Advisory Group has been working with friends and neighbors throughout the greater California area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Although you might retire--your dreams won't. No matter what stage of life you are in, our staff at Kanani Advisory Group can help you develop a strategy to make your dreams a reality. Our clients are like members of our family. We pride ourselves in the high level of service and care we provide.
Providing you with a family office approach to holistic, goals-based financial planning. We take care of your financial needs including: research, analysis, strategic planning, communication, paperwork, and most importantly, behavioral investment coaching towards your customized wealth management financial strategies.
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Kristine Rushing is a professional family mediator, CFP®, Certified Divorce Financial Analyst® and Legal Document Assistant (LDA/Paralegal) located in Orange County and serving the surrounding areas. Services include traditional divorce mediation as well as divorce financial planning, settlement creation and review. We project the financial impact of divorce settlement proposals, help you reach agreements peacefully, and handle the paperwork for you, keeping you out of court so you can focus on your family, healing and creating your new path forward.
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Based in Irvine, Centerpoint Financial Management is an Independent, Fee-Only, Fiduciary Financial Advisor providing financial planning and wealth management services to business owners, real estate investors, and executives with complex equity compensation and stock option issues. As an independent, fee-only, fiduciary financial advisor, we do not sell products or earn commissions. We are objective and analysis driven. Our fees are transparent, and we are able to offer a flat-fee structure. Our services range from a one-time plan to ongoing comprehensive wealth planning. We can help address questions like: Do I have enough money to retire comfortably? When should I claim social security? How can I create a tax-efficient withdrawal strategy so I can take money from my retirement accounts without getting crushed by taxes? How can I make sure the wealth I've created over the last 20, 30 or even 40 years goes to the people and institutions I care so deeply about? Given my age and risk tolerance, what is a reasonable asset allocation for me? ...and many others. Our comprehensive financial plans help give people confidence and peace of mind as they make the transition into retirement. Retirement should be an enjoyable season in your life. Don't leave it up to chance. You've got one chance to get retirement right! Ready to get started? Please schedule a complimentary, 30-minute consultation today!
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I provide Wealth Building that challenges traditional thinking through an uncommon approach toward achieving Financial Balance. My focus is on the Controllable Rate of Savings, not the Uncontrollable Rate of Return. My process is focused on Income Under Management, not just Assets Under Management.
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We encourage our clients to reflect on and articulate their vision, both personal and financial. Our values-based approach to financial planning and wealth management establishes a clear and personalized financial path to assist our clients in pursuing their goals.
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Financial Services, Retirement Planning, Estate Planning, Real Estate, Life Insurance.
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