Your Financial Strategy

Should Work As Hard As You Do.

We can help you grow — and preserve — what you’ve worked a lifetime to build.

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Financial Self-Check

How Confident Do You Feel?

Unless you answered “Yes” to every question, we encourage you to schedule a meeting to talk through your retirement-readiness plan.

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Your Financial Confidence Starts With

E.P.I.C. Planning

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Engage

First, we spend time getting to know you and your family’s needs and goals.

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Plan

Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals.

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Implement

Our team of trusted advisors implement your custom plan — and answer any of your questions along the way.

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Connect

As life circumstances change, so may your plan. That’s why we reach out periodically to ensure we’re still on track to meet your goals.

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This Is Us

Meet Your Team

Learn about the people who are ready to help you live life to the fullest.

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Preparing for retirement?

Don’t skip these 10 things!

This 4-page guide will walk you through some of the most important things to consider as you refine your strategy for retirement, including:

  • How to make up for lost (savings) time
  • The two key phases of an income strategy
  • How to plan for a long life — and increased inflation
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More Questions?

Attend a Dine & Learn Workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more. Or watch one of our webinars.


Upcoming Workshop:
April 22
How Tax Planning Changes Through 4 Stages of Retirement
6:00 pm | Waikele Country Club
April 22
How Tax Planning Changes Through 4 Stages of Retirement
6:00 pm | Waikele Country Club