Kane
cpa
 
 

Chart your financial course! Kane Company, P.C. offers a comprehensive approach to providing professional financial and tax advice. Our Certified Public Accountants and Certified Financial Planner™ can help you develop and implement a long-term strategy that meets your financial goals.

dots

Investment Advisory Services & Personal Financial Planning

  • Fee-Only Investment Advisory Services (using no-load mutual funds and exchange traded funds). Please ask for our disclosure brochure Form ADV Part II.
  • Comprehensive Personal Financial Planning and Investment 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.

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

Accounting & Consulting Services

  • Preparation of financial statements and analysis of business operations and trends
  • Monthly and quarterly computerized accounting and payroll services
  • Assistance with start-up businesses as well as mergers and acquisitions
  • QuickBooks™ Professional Advisor

dots

Click here for Kane Company Staff Profiles

Login
Login to Kane Company's secure client portal

 

 

mission

Kane Company, P.C.
5526 N.W. 86th Street, Suite A
Johnston, Iowa 50131-2928

Phone: (515) 270-2727
Toll-Free: (888) 794-2727
Fax: (515) 270-1509
E-Mail: Info@KaneCompanyPC.com

dimensional

Click here to learn more about how DFA identifies the relevant dimensions of risk and return.
Files are in Adobe Acrobat (pdf) format.

ameritrade

Click here to log into your TD Ameritrade Institutional account.

Click here to download Kane Company Quarterly Newsletter - Wealth Management.
Files are in Adobe Acrobat (pdf) format.

Twitter
Follow us on Twitter

 
Copyright © 2010 Kane Company, P.C.
Dimensional Dimensional