{"id":54,"date":"2015-02-24T15:20:52","date_gmt":"2015-02-24T21:20:52","guid":{"rendered":"http:\/\/gpswp.com\/kane-financial\/?page_id=54"},"modified":"2017-10-19T12:19:37","modified_gmt":"2017-10-19T16:19:37","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/kane-advisory\/services\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"<p>I am an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor serving customers in Naples, Florida and surrounding communities. My mission is to help local families and businesses with innovative financial strategies and planning.<\/p>\n<p>As an investment advisor representative, I provide advice about securities to clients for a fee. Investment advisor representatives receive compensation for providing advice regarding various investment products. Investment advisor representatives are fiduciaries with an affirmative duty of \u2018utmost good faith\u2019 and full and fair disclosure of all material fact, as well as an affirmative obligation to employ reasonable care to avoid misleading clients<\/p>\n<p><strong>As an investment advisor representative I strive to:<\/strong><\/p>\n<ul>\n<li><strong>Put your interests first<\/strong><\/li>\n<li><strong>Understand your specific financial situation<\/strong><\/li>\n<li><strong>Offer straightforward advice that reflects your long-term goals<\/strong><\/li>\n<\/ul>\n<p>We offer our prospective clients an initial complimentary risk assessment where we provide third-party analysis of their current investments, personalized income projections and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I am an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor serving customers in Naples, Florida and surrounding communities. My mission is to help local families and businesses with innovative financial strategies and planning. As an investment advisor representative, I provide advice about securities to clients [&#8230;]<br \/><a class=\"read-more small\" href=\"https:\/\/gpswp.com\/kane-advisory\/services\/financial-planning\/\">Continue Reading <i class=\"fa fa-long-arrow-right\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":404,"parent":15,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planning - Kane Advisory Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpswp.com\/kane-advisory\/services\/financial-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Planning - Kane Advisory Group\" \/>\n<meta property=\"og:description\" content=\"I am an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor serving customers in Naples, Florida and surrounding communities. 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