Kane Company Wealth Management, PC
Investment Advisory Services & Personal Financial Planning
- Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds).
- Personal Financial Planning, Investment and Tax Analysis
- Risk Tolerance and Asset Allocation Planning
- Retirement Planning Analysis
- Lifetime Income Planning
- College Funding Analysis and Planning
- Pension and IRA Rollovers
- Dimensional Fund (DFA) Advisor (www.dfaus.com). Our firm primarily utilizes DFA funds, which provide global investment solutions with state-of-the-art portfolio design and trading. These world class funds are only available through approved fee-only advisors like ourselves, and not available to the general public. In combination with Dimensional Funds, we offer a new model of investing based on financial science and engineering, decades of academic research, and not on speculation or market timing. Click here for more information.
Tax Services
- Income tax planning and return preparation for businesses and individuals
- Assistance with entity selection for businesses and real estate holdings
- Formulation of estate and gift tax strategies and estate planning
- Planning for required minimum distributions
- Roth IRA conversion analysis