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We are an independent financial firm specializing in personalized planning for retirement security,
wealth preservation and income distribution needs.

Ian K. Sample, MBA, CFP®, Founder & President

Minerva Sample, Vice President

Retirement Planning

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investment-management

Income
Planning

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Color of Money Risk Analysis

The Color of Money Risk Analysis is a non-invasive survey that consists of 11 quetions about your financial life. In just a few minutes, the analysis delivers a risk score and brief explanation of your risk profile.

Armed with your score, the next step is to determine if your current assets are properly aligned with your risk tolerance.

 

How Important Is
Income Protection at Retirement?

 

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Author and CERTIFIED FINANCIAL PLANNER™ professional, Ian K. Sample,
brings this question to the forefront in his new book.

A King’s Retirement:
Where to begin and What to know about Securing Lifetime Income

 

What’s inside:

  • Are there advanced strategies for producing lifetime income for today’s retirees?
  • How can lifetime income add value at retirement and what questions should you be asking?
  • Are threats such as economic uncertainty and low interest rates affecting your decision to retire?
  • Will you retire with a stable income from a company pension, or do you own an IRA or 401(k)?
  • Is the fear of longevity and outliving your assets a major concern for you or a loved one?
  • Have you thought about Social Security and the strategies available to initiate benefits?

 

Social Security Maximization

Social Social security is an important topic of discussion for nearly everyone. There are numerous ways to maximize your social security benefits and all it takes is knowing what opportunities you are eligible for. Take a moment and watch this video to learn more about optimizing social security. Interested in learning even more? Then send us an email and request one of our complimentary, social security maximization reports.

 

 

Retirement Income Planning

 

WHETHER YOUR RETIREMENT JOURNEY HAS JUST BEGUN OR IS ALREADY WELL UNDERWAY, THERE IS PROBABLY ONE CONCERN WITH WHICH YOU ARE VERY FAMILIAR:

WILL YOU HAVE ENOUGH RETIREMENT INCOME TO AFFORD THE LIFESTYLE YOU WANT?

 

  • Determine how much retirement income you will need.
  • How can lifetime income add value at retirement and what questions should you be asking?
  • Estimate how long your current income plan may last.
  • Calculate how much additional income you may need.
  • Evaluate your additional income sources.

 

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Find out today how KANE FINANCIAL can help you.
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