Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
FINANCIAL PLANNING* We help to simplify and consolidate the key financial security components by developing a sound personalized financial plan that encompasses retirement, protection needs, investment strategies and estate planning.
PENSION ANALYSIS Our understanding of the options and complexities of various pension plans help us navigate and guide our clients to creating a sound retirement strategy.
INVESTMENT MANAGEMENT Together we will discuss and develop a customized investment strategy to work toward your short and long term goals.
You may benefit from our knowledge of the State of Hawaii Employees' Retirement System (ERS)** and Island Savings Plan 457 (b)*** (deferred compensation plan).
We provide seminars on the ERS Retirement Plan Options and a variety of other topics to assist our clients.
**We are not affiliated with the State of Hawaii Employees' Retirement System (ERS)
***We are not affiliated with the State of Hawaii Island Savings Plan
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Financial Planning
- Retirement Strategies
- Investment Tax Management
- Investment Management
- Insurance and Annuity Planning
- Estate Conservation Strategies
- Model Wealth Portfolios *
- Optimum Market Portfolios *
- Separately Managed Accounts
- Alternative Investments
- Mutual Funds
- Annuities (variable, indexed, and fixed)
- IRAs (Roth, Traditional, SEP, SIMPLE)
- Education Savings (529s, Coverdell IRAs)
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
*Managed Accounts offered through LPL Financial, a registered investment advisor.