About
Located in Waterville, NY
Registered Investment Advisor
Fiduciary
Independent
Fee Only
Phone: (315) 801-9028
Our Process
Discovery
Guidance
Onboarding
Ongoing Reviews
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Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
KF Update – Ways to Reduce Taxes
4 minute read Tax and retirement plan laws seem to be evolving at rapid pace over the last several years. The changes can seem confusing and difficult to keep up with so we thought it would be helpful to detail a few easy ways…
KF Update – New Team Member & Business Updates
4 Minute Read Good morning, I hope this email finds you well and you are having a great summer! I am really excited to announce that we have officially added a new full-time team member to Kane Financial, Renee Jarosz. Renee lives in Frankfort with…
KF Update – Inflation Thoughts
6 Minute Read Good afternoon, I hope this emails finds you well and you are getting ready for some wonderful weather headed our way in upstate New York. I wanted to touch on a few of this week’s events in the markets, particularly the…
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