Kane Financial

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1342 Colonial Blvd Bldg C
Fort Myers, FL 33907

Kane Financial is an independent financial firm located in Fort Myers, FL, specializing in personalized planning for retirement security, wealth preservation, and income distribution needs. Founded by Ian K. Sample, MBA, CFP®, the firm offers a range of services including retirement planning, income planning, investment management, insurance solutions, tax planning, and social security maximization.

At Kane Financial, clients can benefit from the Color of Money Risk Analysis, a non-invasive survey providing a risk score and insight into their risk profile. Additionally, Ian K. Sample’s book, "A King’s Retirement: Where to begin and What to know about Securing Lifetime Income," delves into advanced strategies for producing lifetime income for retirees, addressing concerns such as economic uncertainty and the fear of outliving assets.

The firm also offers resources on maximizing social security benefits and retirement income planning, helping individuals evaluate their current income plan, estimate additional income needs, and explore supplementary income sources. Kane Financial aims to assist clients on their retirement journey, ensuring they have enough income to support the lifestyle they desire.

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Reviews

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5.01 reviews
Dan C.
1/8/2020

It's a new year and we are looking forward to another banner year with Ian Sample Kane leading our retirement account. He is a stable strategist who offerers solid financial advice based on your...

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