Getting Started

Getting Started

Getting started on the path toward financial security is easy. Simply contact us to schedule a complimentary meeting at a time most convenient for you.

At our initial meeting, we'll discuss the financial planning process, your current situation and goals . We'll find out as much as we can to enable us to design a strategy that is truly tailored to your needs and fully aligned with your goals.

We suggest that you bring the following information and documents to our first meeting:

  • Most recent paystubs
  • Investment and savings statements
  • Life Insurance statements
  • Island Savings Plan statement (if applicable)

By the close of our meeting, together we will make an assessment to determine if we are the right advisors for you and if you are the right client for us.

If you are an employee of the State of Hawaii or County of Hawaii, we can share our 20+ years of experience in understanding the many options available within the State of Hawaii Employees Retirement System (ERS)*

**We are not affiliated with the State of Hawaii Employees' Retirement System (ERS).