Our Services

Kane Investment Management, Inc. provides: 

Investment Account Mangement

We manage a wide range of accounts from IRAs to CUTMAs to 401(k)s and 403(b)s, and margin accounts. We provide personalized account management consistent with each client's investment suitability, risk tolerance, and personal preferences. Our goal is to maximize your retention of wealth.

Financial Planning

We feel it is important to not only consider your investments, but also how these investments fit into your long-term financial plan. We work with clients to help them attain goals such as financial security, accumulation of assets, managing financial risks, funding children's education, achieving a comfortable retirement, and wealth transfer to their heirs. We provide a comprehensive financial plan that includes a cash flow analysis, net worth statement, retirement planning, and more.

Small Business Services  

If you own a small business, Kane Investment Management can help you and your employees achieve your personal and financial goals. You will need to make sure that retirement plans are in place. Our investment advisors can manage many types of acounts, from 401(k)s to profit sharing to corporate pensions.  

We also provide businesses with consulting services in the areas of cash flow management, financing and budgeting, financial planning, financial negotiations, start-ups and ramping, and financial problem-solving in general.